Number of Shares
942,319.00
Current Holdings Value*
$22.15 Mil
% of Portfolio
3.57%
Total Estimate Gain
$767,318.90
% of Total Estimate Gain
3.63%

Gateway Advisory, LLC's iShares iBonds Dec 2029 Term Corporate ETF Holding Summary

As of 2024-09-30, Gateway Advisory, LLC held 942,319.00 shares of iShares iBonds Dec 2029 Term Corporate ETF(IBDU), totaling $22.15 Mil. This investment constitutes 3.57% of their stock portfolio, and Gateway Advisory, LLC now holds 1.13% of the outstanding iShares iBonds Dec 2029 Term Corporate ETF(IBDU) stock.

The initial trade took place in 2023Q1. And since then Gateway Advisory, LLC has made 7 purchases of IBDU, at an average price of $22.45, for a total of 942,319.00 shares. Based on historical transaction data and IBDU's current price of $23.26, Gateway Advisory, LLC's estimated gain on his IBDU holdings is $767,318.90, reflecting a 3.63% gain to date.

Gateway Advisory, LLC IBDU ($23.26) Holding Chart

Gateway Advisory, LLC IBDU ($23.26) 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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