SWMG
Signature Wealth Management Group’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.19M | Buy |
364,816
+5,632
| +2% | +$142K | 3.62% | 2 |
|
|
2025
Q1 | $9.03M | Buy |
359,184
+2,844
| +0.8% | +$71.5K | 3.52% | 2 |
|
|
2024
Q4 | $8.93M | Buy |
356,340
+6,214
| +2% | +$156K | 3.59% | 2 |
|
|
2024
Q3 | $8.79M | Buy |
350,126
+3,604
| +1% | +$90.5K | 3.52% | 2 |
|
|
2024
Q2 | $8.61M | Buy |
346,522
+2,744
| +0.8% | +$68.2K | 3.77% | 2 |
|
|
2024
Q1 | $8.5M | Sell |
343,778
-3,091
| -0.9% | -$76.4K | 3.87% | 2 |
|
|
2023
Q4 | $8.59M | Buy |
+346,869
| New | +$8.59M | 3.97% | 1 |
|
|
2023
Q2 | $8.19M | Buy |
336,077
+127,657
| +61% | +$3.11M | 3.82% | 2 |
|
|
2023
Q1 | $5.11M | Buy |
208,420
+7,074
| +4% | +$174K | 2.43% | 5 |
|
|
2022
Q4 | $4.9M | Buy |
201,346
+15,226
| +8% | +$370K | 2.39% | 6 |
|
|
2022
Q3 | $4.49M | Buy |
186,120
+27,094
| +17% | +$654K | 2.28% | 6 |
|
|
2022
Q2 | $3.93M | Buy |
159,026
+19,607
| +14% | +$484K | 1.91% | 14 |
|
|
2022
Q1 | $3.52M | Buy |
139,419
+13,398
| +11% | +$338K | 1.58% | 28 |
|
|
2021
Q4 | $3.33M | Buy |
126,021
+1,723
| +1% | +$45.5K | 1.68% | 28 |
|
|
2021
Q3 | $3.34M | Buy |
124,298
+103
| +0.1% | +$2.77K | 1.85% | 24 |
|
|
2021
Q2 | $3.35M | Sell |
124,195
-182
| -0.1% | -$4.91K | 1.87% | 21 |
|
|
2021
Q1 | $3.34M | Buy |
124,377
+849
| +0.7% | +$22.8K | 1.96% | 17 |
|
|
2020
Q4 | $3.38M | Buy |
123,528
+3,662
| +3% | +$100K | 2.13% | 13 |
|
|
2020
Q3 | $3.25M | Buy |
119,866
+16
| +0% | +$434 | 2.34% | 8 |
|
|
2020
Q2 | $3.23M | Buy |
119,850
+896
| +0.8% | +$24.2K | 2.47% | 7 |
|
|
2020
Q1 | $2.97M | Buy |
118,954
+3,056
| +3% | +$76.3K | 2.61% | 6 |
|
|
2019
Q4 | $3.01M | Buy |
115,898
+3,545
| +3% | +$91.9K | 1.9% | 27 |
|
|
2019
Q3 | $2.91M | Buy |
112,353
+3,680
| +3% | +$95.2K | 1.93% | 28 |
|
|
2019
Q2 | $2.77M | Buy |
108,673
+935
| +0.9% | +$23.8K | 1.85% | 29 |
|
|
2019
Q1 | $2.68M | Buy |
107,738
+3,064
| +3% | +$76.2K | 1.88% | 32 |
|
|
2018
Q4 | $2.47M | Buy |
104,674
+961
| +0.9% | +$22.7K | 1.92% | 32 |
|
|
2018
Q3 | $2.46M | Buy |
103,713
+2,774
| +3% | +$65.8K | 1.83% | 31 |
|
|
2018
Q2 | $2.42M | Buy |
100,939
+71,323
| +241% | +$1.71M | 1.79% | 32 |
|
|
2018
Q1 | $719K | Buy |
29,616
+26,330
| +801% | +$639K | 0.55% | 39 |
|
|
2017
Q4 | $82K | Buy |
+3,286
| New | +$82K | 0.06% | 80 |
|