Gateway Advisory, LLC IBDW Holdings History
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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