GWP
IBTE

Gateway Wealth Partners’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Gateway Wealth Partners’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-11,388
Closed -$272K – 257
2023
Q4 		$272K Sell
11,388
-369,540
-97% -$8.81M 0.11% 167
2023
Q3 		$9.08M Buy
380,928
+15,033
+4% +$358K 1.64% 12
2023
Q2 		$8.71M Buy
365,895
+26,834
+8% +$641K 1.56% 12
2023
Q1 		$8.14M Buy
339,061
+89,537
+36% +$2.14M 1.25% 17
2022
Q4 		$5.95M Buy
+249,524
New +$5.96M 1.02% 21

Other funds holding IBTE

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return