SWMG
IBDO
Signature Wealth Management Group’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $4.98M | Buy |
197,087
+4,014
| +2% | +$102K | 2.32% | 7 |
|
|
2023
Q1 | $4.86M | Buy |
193,073
+5,517
| +3% | +$139K | 2.31% | 7 |
|
|
2022
Q4 | $4.69M | Buy |
187,556
+14,857
| +9% | +$372K | 2.3% | 8 |
|
|
2022
Q3 | $4.31M | Buy |
172,699
+20,500
| +13% | +$511K | 2.19% | 8 |
|
|
2022
Q2 | $3.82M | Buy |
152,199
+14,813
| +11% | +$372K | 1.86% | 19 |
|
|
2022
Q1 | $3.47M | Buy |
137,386
+13,732
| +11% | +$347K | 1.56% | 32 |
|
|
2021
Q4 | $3.17M | Sell |
123,654
-375
| -0.3% | -$9.63K | 1.6% | 32 |
|
|
2021
Q3 | $3.23M | Buy |
124,029
+106
| +0.1% | +$2.76K | 1.79% | 27 |
|
|
2021
Q2 | $3.23M | Sell |
123,923
-782
| -0.6% | -$20.4K | 1.8% | 30 |
|
|
2021
Q1 | $3.26M | Buy |
124,705
+1,291
| +1% | +$33.7K | 1.92% | 24 |
|
|
2020
Q4 | $3.24M | Buy |
123,414
+3,462
| +3% | +$90.9K | 2.04% | 20 |
|
|
2020
Q3 | $3.15M | Sell |
119,952
-47
| -0% | -$1.23K | 2.26% | 14 |
|
|
2020
Q2 | $3.15M | Buy |
119,999
+3,009
| +3% | +$78.9K | 2.41% | 10 |
|
|
2020
Q1 | $2.93M | Buy |
116,990
+4,932
| +4% | +$123K | 2.57% | 8 |
|
|
2019
Q4 | $2.86M | Buy |
112,058
+3,119
| +3% | +$79.7K | 1.81% | 33 |
|
|
2019
Q3 | $2.79M | Sell |
108,939
-190
| -0.2% | -$4.86K | 1.85% | 32 |
|
|
2019
Q2 | $2.76M | Buy |
109,129
+1,756
| +2% | +$44.5K | 1.85% | 31 |
|
|
2019
Q1 | $2.69M | Buy |
107,373
+2,989
| +3% | +$74.7K | 1.88% | 31 |
|
|
2018
Q4 | $2.53M | Buy |
104,384
+28
| +0% | +$677 | 1.96% | 29 |
|
|
2018
Q3 | $2.52M | Buy |
104,356
+8,043
| +8% | +$194K | 1.87% | 28 |
|
|
2018
Q2 | $2.34M | Buy |
96,313
+4,298
| +5% | +$104K | 1.73% | 33 |
|
|
2018
Q1 | $2.25M | Buy |
92,015
+92
| +0.1% | +$2.25K | 1.74% | 33 |
|
|
2017
Q4 | $2.31M | Buy |
+91,923
| New | +$2.31M | 1.69% | 31 |
|