SWMG
Signature Wealth Management Group’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.7M | Buy |
235,185
+5,031
| +2% | +$122K | 2.25% | 6 |
|
|
2025
Q1 | $5.57M | Buy |
230,154
+2,411
| +1% | +$58.4K | 2.17% | 5 |
|
|
2024
Q4 | $5.48M | Sell |
227,743
-1,634
| -0.7% | -$39.3K | 2.2% | 5 |
|
|
2024
Q3 | $5.57M | Buy |
229,377
+2,392
| +1% | +$58.1K | 2.24% | 7 |
|
|
2024
Q2 | $5.41M | Buy |
226,985
+2,827
| +1% | +$67.3K | 2.37% | 5 |
|
|
2024
Q1 | $5.3M | Sell |
224,158
-47
| -0% | -$1.11K | 2.41% | 5 |
|
|
2023
Q4 | $5.36M | Buy |
+224,205
| New | +$5.36M | 2.48% | 5 |
|
|
2023
Q2 | $5.08M | Buy |
216,629
+4,441
| +2% | +$104K | 2.37% | 6 |
|
|
2023
Q1 | $5.04M | Buy |
212,188
+6,524
| +3% | +$155K | 2.39% | 6 |
|
|
2022
Q4 | $4.8M | Buy |
205,664
+16,022
| +8% | +$374K | 2.35% | 7 |
|
|
2022
Q3 | $4.38M | Buy |
189,642
+23,684
| +14% | +$547K | 2.23% | 7 |
|
|
2022
Q2 | $3.95M | Buy |
165,958
+25,961
| +19% | +$618K | 1.92% | 13 |
|
|
2022
Q1 | $3.45M | Buy |
139,997
+13,467
| +11% | +$332K | 1.55% | 33 |
|
|
2021
Q4 | $3.3M | Buy |
126,530
+1,683
| +1% | +$43.9K | 1.66% | 29 |
|
|
2021
Q3 | $3.31M | Buy |
124,847
+634
| +0.5% | +$16.8K | 1.84% | 25 |
|
|
2021
Q2 | $3.31M | Buy |
124,213
+1,484
| +1% | +$39.5K | 1.84% | 23 |
|
|
2021
Q1 | $3.24M | Buy |
122,729
+2,420
| +2% | +$63.8K | 1.9% | 26 |
|
|
2020
Q4 | $3.26M | Buy |
120,309
+1,672
| +1% | +$45.3K | 2.06% | 17 |
|
|
2020
Q3 | $3.18M | Buy |
118,637
+916
| +0.8% | +$24.6K | 2.29% | 13 |
|
|
2020
Q2 | $3.14M | Sell |
117,721
-374
| -0.3% | -$9.98K | 2.4% | 11 |
|
|
2020
Q1 | $2.9M | Buy |
118,095
+2,972
| +3% | +$73K | 2.55% | 11 |
|
|
2019
Q4 | $2.94M | Buy |
115,123
+2,878
| +3% | +$73.6K | 1.86% | 30 |
|
|
2019
Q3 | $2.86M | Buy |
112,245
+4,354
| +4% | +$111K | 1.89% | 30 |
|
|
2019
Q2 | $2.7M | Buy |
107,891
+1,122
| +1% | +$28K | 1.8% | 33 |
|
|
2019
Q1 | $2.59M | Buy |
106,769
+4,833
| +5% | +$117K | 1.81% | 35 |
|
|
2018
Q4 | $2.35M | Buy |
101,936
+1,538
| +2% | +$35.4K | 1.82% | 35 |
|
|
2018
Q3 | $2.32M | Buy |
100,398
+4,674
| +5% | +$108K | 1.72% | 34 |
|
|
2018
Q2 | $2.23M | Buy |
95,724
+89,510
| +1,440% | +$2.09M | 1.65% | 34 |
|
|
2018
Q1 | $147K | Buy |
6,214
+4,268
| +219% | +$101K | 0.11% | 71 |
|
|
2017
Q4 | $48K | Buy |
+1,946
| New | +$48K | 0.04% | 103 |
|