SWMG
Signature Wealth Management Group’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.33M | Buy |
260,900
+4,272
| +2% | +$104K | 2.5% | 3 |
|
|
2025
Q1 | $6.21M | Buy |
256,628
+906
| +0.4% | +$21.9K | 2.42% | 3 |
|
|
2024
Q4 | $6.13M | Sell |
255,722
-2,635
| -1% | -$63.1K | 2.46% | 3 |
|
|
2024
Q3 | $6.3M | Buy |
258,357
+2,142
| +0.8% | +$52.2K | 2.53% | 4 |
|
|
2024
Q2 | $6.08M | Buy |
256,215
+1,456
| +0.6% | +$34.6K | 2.66% | 4 |
|
|
2024
Q1 | $5.99M | Sell |
254,759
-625
| -0.2% | -$14.7K | 2.72% | 4 |
|
|
2023
Q4 | $6.11M | Buy |
+255,384
| New | +$6.11M | 2.83% | 4 |
|
|
2023
Q2 | $5.8M | Buy |
247,005
+3,823
| +2% | +$89.8K | 2.7% | 5 |
|
|
2023
Q1 | $5.79M | Buy |
243,182
+10,324
| +4% | +$246K | 2.75% | 4 |
|
|
2022
Q4 | $5.44M | Buy |
232,858
+16,306
| +8% | +$381K | 2.66% | 4 |
|
|
2022
Q3 | $4.98M | Buy |
216,552
+16,828
| +8% | +$387K | 2.53% | 4 |
|
|
2022
Q2 | $4.77M | Buy |
199,724
+23,217
| +13% | +$554K | 2.32% | 5 |
|
|
2022
Q1 | $4.4M | Buy |
176,507
+13,117
| +8% | +$327K | 1.98% | 10 |
|
|
2021
Q4 | $4.34M | Buy |
163,390
+3,937
| +2% | +$105K | 2.19% | 7 |
|
|
2021
Q3 | $4.3M | Buy |
159,453
+987
| +0.6% | +$26.6K | 2.39% | 3 |
|
|
2021
Q2 | $4.29M | Buy |
158,466
+826
| +0.5% | +$22.3K | 2.39% | 3 |
|
|
2021
Q1 | $4.21M | Buy |
157,640
+5,228
| +3% | +$140K | 2.48% | 3 |
|
|
2020
Q4 | $4.2M | Sell |
152,412
-453
| -0.3% | -$12.5K | 2.65% | 3 |
|
|
2020
Q3 | $4.15M | Sell |
152,865
-6,488
| -4% | -$176K | 2.99% | 3 |
|
|
2020
Q2 | $4.3M | Sell |
159,353
-121
| -0.1% | -$3.26K | 3.28% | 3 |
|
|
2020
Q1 | $3.91M | Buy |
159,474
+4,390
| +3% | +$108K | 3.44% | 3 |
|
|
2019
Q4 | $4.03M | Buy |
155,084
+907
| +0.6% | +$23.6K | 2.55% | 6 |
|
|
2019
Q3 | $4M | Buy |
154,177
+2,161
| +1% | +$56K | 2.65% | 6 |
|
|
2019
Q2 | $3.86M | Buy |
152,016
+616
| +0.4% | +$15.6K | 2.58% | 4 |
|
|
2019
Q1 | $3.71M | Buy |
151,400
+4,252
| +3% | +$104K | 2.6% | 6 |
|
|
2018
Q4 | $3.44M | Buy |
147,148
+92,610
| +170% | +$2.17M | 2.67% | 5 |
|
|
2018
Q3 | $1.28M | Buy |
+54,538
| New | +$1.28M | 0.95% | 39 |
|