GWP
Gateway Wealth Partners’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-13,439
| Closed | -$310K | – | 247 |
|
|
2023
Q3 | $310K | Sell |
13,439
-1,189
| -8% | -$27.4K | 0.06% | 188 |
|
|
2023
Q2 | $338K | Buy |
14,628
+4,060
| +38% | +$93.9K | 0.06% | 169 |
|
|
2023
Q1 | $249K | Buy |
10,568
+1,755
| +20% | +$41.3K | 0.04% | 183 |
|
|
2022
Q4 | $205K | Buy |
+8,813
| New | +$205K | 0.04% | 187 |
|