Number of Shares
1.62 Mil
Current Holdings Value*
$34.32 Mil
% of Portfolio
5.53%
Total Estimate Gain
$1.87 Mil
% of Total Estimate Gain
5.85%

Gateway Advisory, LLC's iShares iBonds Dec 2031 Term Corporate ETF Holding Summary

As of 2024-09-30, Gateway Advisory, LLC held 1.62 Mil shares of iShares iBonds Dec 2031 Term Corporate ETF(IBDW), totaling $34.32 Mil. This investment constitutes 5.53% of their stock portfolio, and Gateway Advisory, LLC now holds 2.89% of the outstanding iShares iBonds Dec 2031 Term Corporate ETF(IBDW) stock.

The initial trade took place in 2023Q4. And since then Gateway Advisory, LLC has made 4 purchases of IBDW, at an average price of $19.79, for a total of 1.62 Mil shares. Based on historical transaction data and IBDW's current price of $20.95, Gateway Advisory, LLC's estimated gain on his IBDW holdings is $1.87 Mil, reflecting a 5.85% gain to date.

Gateway Advisory, LLC IBDW ($20.95) Holding Chart

Gateway Advisory, LLC IBDW ($20.95) 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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