SWMG
IBDQ

Signature Wealth Management Group’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Signature Wealth Management Group’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-364,471
Closed -$9.18M – 112
2025
Q3 		$9.18M Sell
364,471
-345
-0.1% -$8.67K 3.56% 2
2025
Q2 		$9.19M Buy
364,816
+5,632
+2% +$141K 3.62% 2
2025
Q1 		$9.03M Buy
359,184
+2,844
+0.8% +$71.4K 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% +$89.9K 3.52% 2
2024
Q2 		$8.61M Buy
346,522
+2,744
+0.8% +$68K 3.77% 2
2024
Q1 		$8.5M Sell
343,778
-3,091
-0.9% -$76.6K 3.87% 2
2023
Q4 		$8.59M Buy
+346,869
New +$8.5M 3.97% 1
2023
Q2 		$8.19M Buy
336,077
+127,657
+61% +$3.13M 3.82% 2
2023
Q1 		$5.11M Buy
208,420
+7,074
+4% +$173K 2.43% 5
2022
Q4 		$4.9M Buy
201,346
+15,226
+8% +$369K 2.39% 6
2022
Q3 		$4.49M Buy
186,120
+27,094
+17% +$668K 2.28% 6
2022
Q2 		$3.93M Buy
159,026
+19,607
+14% +$488K 1.91% 14
2022
Q1 		$3.52M Buy
139,419
+13,398
+11% +$346K 1.58% 28
2021
Q4 		$3.33M Buy
126,021
+1,723
+1% +$45.8K 1.68% 28
2021
Q3 		$3.34M Buy
124,298
+103
+0.1% +$2.78K 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% +$23K 1.96% 17
2020
Q4 		$3.38M Buy
123,528
+3,662
+3% +$99.6K 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% +$23.5K 2.47% 7
2020
Q1 		$2.97M Buy
118,954
+3,056
+3% +$78.7K 2.61% 6
2019
Q4 		$3.01M Buy
115,898
+3,545
+3% +$91.7K 1.9% 27
2019
Q3 		$2.91M Buy
112,353
+3,680
+3% +$94.6K 1.93% 28
2019
Q2 		$2.77M Buy
108,673
+935
+0.9% +$23.4K 1.85% 29
2019
Q1 		$2.68M Buy
107,738
+3,064
+3% +$74.5K 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% +$66.6K 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% +$644K 0.55% 39
2017
Q4 		$82K Buy
+3,286
New +$82.4K 0.06% 80

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Signature Wealth Management Group's IBDQ Position: Q4 2025 in Review

Signature Wealth Management Group sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 364,471 shares — an estimated $9.18M sold.

Signature Wealth Management Group first reported a position in IBDQ in Q4 2017 and held it in 31 quarters. The position peaked at $9.19M in Q2 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Signature Wealth Management Group reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Signature Wealth Management Group sold 364,471 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $9.18M.
  • Signature Wealth Management Group first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2017 and held it in 31 quarters.
  • Signature Wealth Management Group's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $9.19M in Q2 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Signature Wealth Management Group's 13F filing for Q4 2025, filed 15 Jan 2026.