GWP
Gateway Wealth Partners’s iShares Core Total USD Bond Market ETF IUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.05M | Buy |
152,530
+4,181
| +3% | +$193K | 1.34% | 11 |
|
|
2025
Q1 | $6.84M | Buy |
148,349
+17,503
| +13% | +$807K | 1.54% | 9 |
|
|
2024
Q4 | $5.91M | Buy |
130,846
+14,316
| +12% | +$647K | 1.53% | 10 |
|
|
2024
Q3 | $5.49M | Buy |
116,530
+7,900
| +7% | +$372K | 1.51% | 10 |
|
|
2024
Q2 | $4.91M | Buy |
108,630
+5,069
| +5% | +$229K | 1.48% | 12 |
|
|
2024
Q1 | $4.72M | Buy |
103,561
+27,310
| +36% | +$1.25M | 1.69% | 10 |
|
|
2023
Q4 | $3.51M | Buy |
76,251
+1,473
| +2% | +$67.9K | 1.42% | 16 |
|
|
2023
Q3 | $3.27M | Buy |
74,778
+7,935
| +12% | +$347K | 0.59% | 38 |
|
|
2023
Q2 | $3.04M | Buy |
66,843
+939
| +1% | +$42.7K | 0.54% | 40 |
|
|
2023
Q1 | $3.04M | Buy |
65,904
+16,061
| +32% | +$741K | 0.47% | 40 |
|
|
2022
Q4 | $2.24M | Buy |
+49,843
| New | +$2.24M | 0.38% | 44 |
|