SWMG
IBDP

Signature Wealth Management Group’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Signature Wealth Management Group’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-306,553
Closed -$7.73M – 111
2024
Q3 		$7.73M Buy
306,553
+175
+0.1% +$4.4K 3.1% 3
2024
Q2 		$7.7M Sell
306,378
-319
-0.1% -$7.99K 3.37% 3
2024
Q1 		$7.68M Sell
306,697
-4,265
-1% -$107K 3.49% 3
2023
Q4 		$7.75M Buy
+310,962
New +$7.71M 3.58% 3
2023
Q2 		$7.53M Buy
306,037
+3,324
+1% +$81.7K 3.51% 3
2023
Q1 		$7.44M Buy
302,713
+4,464
+1% +$110K 3.53% 2
2022
Q4 		$7.28M Buy
298,249
+12,423
+4% +$303K 3.56% 2
2022
Q3 		$6.96M Buy
285,826
+128,740
+82% +$3.18M 3.54% 2
2022
Q2 		$3.89M Buy
157,086
+16,894
+12% +$420K 1.89% 18
2022
Q1 		$3.52M Buy
140,192
+16,842
+14% +$429K 1.58% 29
2021
Q4 		$3.2M Buy
123,350
+536
+0.4% +$14K 1.61% 30
2021
Q3 		$3.23M Buy
122,814
+105
+0.1% +$2.76K 1.79% 26
2021
Q2 		$3.24M Sell
122,709
-857
-0.7% -$22.6K 1.8% 29
2021
Q1 		$3.26M Buy
123,566
+1,220
+1% +$32.3K 1.92% 23
2020
Q4 		$3.25M Buy
122,346
+3,466
+3% +$91.7K 2.05% 18
2020
Q3 		$3.14M Sell
118,880
-29
-0% -$768 2.26% 15
2020
Q2 		$3.13M Buy
118,909
+1,472
+1% +$37.9K 2.4% 13
2020
Q1 		$2.9M Buy
117,437
+2,808
+2% +$71.4K 2.55% 10
2019
Q4 		$2.94M Buy
114,629
+5,248
+5% +$135K 1.86% 29
2019
Q3 		$2.81M Buy
109,381
+286
+0.3% +$7.31K 1.86% 31
2019
Q2 		$2.77M Buy
109,095
+2,030
+2% +$50.7K 1.85% 30
2019
Q1 		$2.66M Buy
107,065
+1,739
+2% +$42.4K 1.87% 34
2018
Q4 		$2.52M Buy
105,326
+2,083
+2% +$49.7K 1.95% 30
2018
Q3 		$2.47M Buy
103,243
+1,460
+1% +$35.2K 1.84% 30
2018
Q2 		$2.45M Buy
101,783
+1,994
+2% +$48K 1.81% 31
2018
Q1 		$2.43M Buy
99,789
+91,697
+1,133% +$2.25M 1.88% 30
2017
Q4 		$203K Buy
+8,092
New +$203K 0.15% 66

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Signature Wealth Management Group's IBDP Position: Q4 2024 in Review

Signature Wealth Management Group sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 306,553 shares — an estimated $7.73M sold.

Signature Wealth Management Group first reported a position in IBDP in Q4 2017 and held it in 27 quarters. The position peaked at $7.75M in Q4 2023. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Signature Wealth Management Group reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Signature Wealth Management Group sold 306,553 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $7.73M.
  • Signature Wealth Management Group first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2017 and held it in 27 quarters.
  • Signature Wealth Management Group's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $7.75M in Q4 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Signature Wealth Management Group's 13F filing for Q4 2024, filed 10 Feb 2025.