Number of Shares
1.54 Mil
Current Holdings Value*
$34.15 Mil
% of Portfolio
5.51%
Total Estimate Gain
$1.23 Mil
% of Total Estimate Gain
3.82%

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 $21.79, Gateway Advisory, LLC's estimated gain on his IBDV holdings is $1.23 Mil, reflecting a 3.82% gain to date.

Gateway Advisory, LLC IBDV ($21.79) Holding Chart

Gateway Advisory, LLC IBDV ($21.79) 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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