Signature Wealth Management Group’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Signature Wealth Management Group’s Portfolio IBDO Stock Details IBDO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$4.98M	Buy	197,087 +4,014	+2%	+$101K	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%	+$371K	2.3%	8
2022 Q3	$4.31M	Buy	172,699 +20,500	+13%	+$514K	2.19%	8
2022 Q2	$3.82M	Buy	152,199 +14,813	+11%	+$373K	1.86%	19
2022 Q1	$3.47M	Buy	137,386 +13,732	+11%	+$350K	1.56%	32
2021 Q4	$3.17M	Sell	123,654 -375	-0.3%	-$9.68K	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%	+$33.8K	1.92%	24
2020 Q4	$3.24M	Buy	123,414 +3,462	+3%	+$90.8K	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%	+$77.6K	2.41%	10
2020 Q1	$2.92M	Buy	116,990 +4,932	+4%	+$125K	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%	-$4.84K	1.85%	32
2019 Q2	$2.76M	Buy	109,129 +1,756	+2%	+$44K	1.85%	31
2019 Q1	$2.69M	Buy	107,373 +2,989	+3%	+$73.5K	1.88%	31
2018 Q4	$2.52M	Buy	104,384 +28	+0%	+$675	1.96%	29
2018 Q3	$2.52M	Buy	104,356 +8,043	+8%	+$196K	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%	+$2.27K	1.74%	33
2017 Q4	$2.31M	Buy	+91,923	New	+$2.31M	1.69%	31

Other funds holding IBDO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HFRG

Houlihan Financial Resource Group Ashburn, Virginia $257M AUM 14.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Signature Wealth Management Group's IBDO Position: Q2 2023 in Review

Signature Wealth Management Group increased its iShares iBonds Dec 2023 Term Corporate ETF (IBDO) stake by 2.1% in Q2 2023, buying an estimated $101K and bringing the position to 197,087 shares worth $4.98M. The position accounts for 2.32% of the portfolio, ranked #7.

Signature Wealth Management Group first reported a position in IBDO in Q4 2017 and has held it in 23 quarters since. 297 funds tracked by Wall St. Rank hold IBDO as of Q2 2023.

Signature Wealth Management Group held 197,087 shares of iShares iBonds Dec 2023 Term Corporate ETF worth $4.98M as of Q2 2023.
Signature Wealth Management Group bought 4,014 iShares iBonds Dec 2023 Term Corporate ETF shares in Q2 2023, an estimated $101K.
iShares iBonds Dec 2023 Term Corporate ETF made up 2.32% of Signature Wealth Management Group's portfolio in Q2 2023, its #7 holding.
Signature Wealth Management Group first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2017 and has held it in 23 quarters since.
297 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q2 2023.

Based on Signature Wealth Management Group's 13F filing for Q2 2023, filed 10 Jul 2023.