Gateway Wealth Partners’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Gateway Wealth Partners’s Portfolio IBTF Stock Details IBTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	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%	+$94.9K	0.06%	169
2023 Q1	$249K	Buy	10,568 +1,755	+20%	+$41K	0.04%	183
2022 Q4	$205K	Buy	+8,813	New	+$205K	0.04%	187

Other funds holding IBTF

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gateway Wealth Partners's IBTF Position: Q4 2023 in Review

Gateway Wealth Partners sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2023, closing a stake of 13,439 shares — an estimated $310K sold.

Gateway Wealth Partners first reported a position in IBTF in Q4 2022 and held it in 4 quarters. The position peaked at $338K in Q2 2023. 224 funds tracked by Wall St. Rank hold IBTF as of Q4 2023.

Gateway Wealth Partners reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Gateway Wealth Partners sold 13,439 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2023, an estimated $310K.
Gateway Wealth Partners first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2022 and held it in 4 quarters.
Gateway Wealth Partners's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $338K in Q2 2023.
224 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2023.

Based on Gateway Wealth Partners's 13F filing for Q4 2023, filed 13 Feb 2024.