Gateway Advisory, LLC IBDT Holdings History
Number of Shares
861,339.00
Current Holdings Value*
$21.99 Mil
% of Portfolio
3.55%
Total Estimate Gain
$696,714.20
% of Total Estimate Gain
3.30%
Gateway Advisory, LLC's iShares iBonds Dec 2028 Term Corporate ETF Holding Summary
As of 2024-09-30, Gateway Advisory, LLC held 861,339.00 shares of iShares iBonds Dec 2028 Term Corporate ETF(IBDT), totaling $21.99 Mil. This investment constitutes 3.55% of their stock portfolio, and Gateway Advisory, LLC now holds 0.94% of the outstanding iShares iBonds Dec 2028 Term Corporate ETF(IBDT) stock.
The initial trade took place in 2023Q1. And since then Gateway Advisory, LLC has made 7 purchases of IBDT, at an average price of $24.53, for a total of 861,339.00 shares. Based on historical transaction data and IBDT's current price of $25.34, Gateway Advisory, LLC's estimated gain on his IBDT holdings is $696,714.20, reflecting a 3.30% gain to date.
Gateway Advisory, LLC IBDT ($25.34) Holding Chart
Gateway Advisory, LLC IBDT ($25.34) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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