SWMG
IBDN

Signature Wealth Management Group’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Signature Wealth Management Group’s Portfolio IBDN Stock Details IBDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-132,183
Closed -$3.31M – 95
2022
Q3 		$3.31M Buy
132,183
+8,167
+7% +$204K 1.68% 25
2022
Q2 		$3.1M Sell
124,016
-764
-0.6% -$19.1K 1.51% 35
2022
Q1 		$3.12M Sell
124,780
-480
-0.4% -$12K 1.41% 37
2021
Q4 		$3.15M Sell
125,260
-367
-0.3% -$9.25K 1.59% 33
2021
Q3 		$3.18M Buy
125,627
+109
+0.1% +$2.76K 1.77% 29
2021
Q2 		$3.19M Sell
125,518
-3,257
-3% -$82.8K 1.77% 31
2021
Q1 		$3.28M Sell
128,775
-1,276
-1% -$32.5K 1.93% 22
2020
Q4 		$3.33M Buy
130,051
+3,244
+3% +$83K 2.1% 15
2020
Q3 		$3.25M Buy
126,807
+1,920
+2% +$49.3K 2.34% 9
2020
Q2 		$3.21M Buy
124,887
+7,450
+6% +$189K 2.45% 8
2020
Q1 		$2.91M Buy
117,437
+5,698
+5% +$143K 2.56% 9
2019
Q4 		$2.83M Buy
111,739
+2,272
+2% +$57.5K 1.78% 34
2019
Q3 		$2.77M Sell
109,467
-242
-0.2% -$6.11K 1.84% 33
2019
Q2 		$2.75M Buy
109,709
+2,654
+2% +$66.2K 1.84% 32
2019
Q1 		$2.67M Buy
107,055
+1,872
+2% +$46K 1.87% 33
2018
Q4 		$2.54M Buy
105,183
+90
+0.1% +$2.18K 1.97% 28
2018
Q3 		$2.55M Buy
105,093
+3,362
+3% +$81.9K 1.89% 26
2018
Q2 		$2.48M Buy
101,731
+2,517
+3% +$61.2K 1.83% 30
2018
Q1 		$2.43M Sell
99,214
-496
-0.5% -$12.2K 1.88% 31
2017
Q4 		$2.49M Buy
+99,710
New +$2.5M 1.83% 30

Other funds holding IBDN

OIA
Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Signature Wealth Management Group's IBDN Position: Q4 2022 in Review

Signature Wealth Management Group sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2022, closing a stake of 132,183 shares — an estimated $3.31M sold.

Signature Wealth Management Group first reported a position in IBDN in Q4 2017 and held it in 20 quarters. The position peaked at $3.33M in Q4 2020. 2 funds tracked by Wall St. Rank hold IBDN as of Q4 2022.

  • Signature Wealth Management Group reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2022 after selling out during the quarter.
  • Signature Wealth Management Group sold 132,183 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2022, an estimated $3.31M.
  • Signature Wealth Management Group first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q4 2017 and held it in 20 quarters.
  • Signature Wealth Management Group's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $3.33M in Q4 2020.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2022.

Based on Signature Wealth Management Group's 13F filing for Q4 2022, filed 10 Jan 2023.