SWMG
IBDT icon

Signature Wealth Management Group’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Signature Wealth Management Group’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.56M Sell
219,637
-422
-0.2% -$10.7K 2.11% 13
2025
Q4 		$5.6M Sell
220,059
-235
-0.1% -$5.99K 2.28% 8
2025
Q3 		$5.62M Buy
220,294
+2,967
+1% +$75.4K 2.18% 10
2025
Q2 		$5.52M Buy
217,327
+3,153
+1% +$79.5K 2.18% 7
2025
Q1 		$5.41M Buy
214,174
+3,872
+2% +$97K 2.11% 6
2024
Q4 		$5.24M Buy
210,302
+1,535
+0.7% +$38.6K 2.11% 7
2024
Q3 		$5.33M Buy
208,767
+3,107
+2% +$78.3K 2.14% 8
2024
Q2 		$5.09M Buy
205,660
+1,961
+1% +$48.3K 2.23% 7
2024
Q1 		$4.98M Buy
203,699
+1,114
+0.5% +$27.7K 2.27% 7
2023
Q4 		$5.08M Buy
+202,585
New +$4.92M 2.35% 6
2023
Q2 		$4.74M Buy
193,559
+3,981
+2% +$98.5K 2.21% 8
2023
Q1 		$4.73M Buy
189,578
+10,047
+6% +$248K 2.24% 8
2022
Q4 		$4.36M Buy
179,531
+15,172
+9% +$366K 2.13% 10
2022
Q3 		$3.91M Buy
164,359
+17,624
+12% +$440K 1.99% 11
2022
Q2 		$3.66M Buy
146,735
+38,247
+35% +$969K 1.78% 24
2022
Q1 		$2.86M Buy
108,488
+16,065
+17% +$437K 1.29% 41
2021
Q4 		$2.62M Buy
92,423
+4,623
+5% +$131K 1.32% 40
2021
Q3 		$2.52M Buy
87,800
+368
+0.4% +$10.7K 1.4% 38
2021
Q2 		$2.53M Buy
87,432
+2,000
+2% +$57.2K 1.41% 38
2021
Q1 		$2.42M Buy
85,432
+7,629
+10% +$220K 1.42% 37
2020
Q4 		$2.3M Buy
77,803
+857
+1% +$25.1K 1.45% 37
2020
Q3 		$2.24M Buy
76,946
+30
+0% +$878 1.61% 33
2020
Q2 		$2.22M Buy
76,916
+15
+0% +$417 1.7% 34
2020
Q1 		$2.02M Buy
76,901
+3,369
+5% +$93.1K 1.77% 29
2019
Q4 		$2.04M Buy
73,532
+2,198
+3% +$60.9K 1.29% 38
2019
Q3 		$1.98M Buy
71,334
+1,985
+3% +$54.6K 1.31% 38
2019
Q2 		$1.88M Buy
+69,349
New +$1.83M 1.25% 40

Other funds holding IBDT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Signature Wealth Management Group's IBDT Position: Q1 2026 in Review

Signature Wealth Management Group reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 0.19% in Q1 2026, selling an estimated $10.7K and leaving 219,637 shares worth $5.56M. The position accounts for 2.11% of the portfolio, ranked #13.

Signature Wealth Management Group first reported a position in IBDT in Q2 2019 and has held it in 27 quarters since. The position peaked at $5.62M in Q3 2025. 422 funds tracked by Wall St. Rank hold IBDT as of Q1 2026.

  • Signature Wealth Management Group held 219,637 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $5.56M as of Q1 2026.
  • Signature Wealth Management Group sold 422 iShares iBonds Dec 2028 Term Corporate ETF shares in Q1 2026, an estimated $10.7K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 2.11% of Signature Wealth Management Group's portfolio in Q1 2026, its #13 holding.
  • Signature Wealth Management Group first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2019 and has held it in 27 quarters since.
  • Signature Wealth Management Group's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $5.62M in Q3 2025.
  • 422 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.