Gateway Advisory, LLC IBDV Holdings History
Number of Shares
1.54 Mil
Current Holdings Value*
$34.15 Mil
% of Portfolio
5.51%
Total Estimate Gain
$1.26 Mil
% of Total Estimate Gain
3.89%
Gateway Advisory, LLC's iShares iBonds Dec 2030 Term Corporate ETF Holding Summary
As of 2024-09-30, Gateway Advisory, LLC held 1.54 Mil shares of iShares iBonds Dec 2030 Term Corporate ETF(IBDV), totaling $34.15 Mil. This investment constitutes 5.51% of their stock portfolio, and Gateway Advisory, LLC now holds 2.37% of the outstanding iShares iBonds Dec 2030 Term Corporate ETF(IBDV) stock.
The initial trade took place in 2023Q2. And since then Gateway Advisory, LLC has made 6 purchases of IBDV, at an average price of $20.98, for a total of 1.54 Mil shares. Based on historical transaction data and IBDV's current price of $21.80, Gateway Advisory, LLC's estimated gain on his IBDV holdings is $1.26 Mil, reflecting a 3.89% gain to date.
Gateway Advisory, LLC IBDV ($21.80) Holding Chart
Gateway Advisory, LLC IBDV ($21.80) 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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