SWMG
Signature Wealth Management Group’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.52M | Buy |
217,327
+3,153
| +1% | +$80.1K | 2.18% | 7 |
|
|
2025
Q1 | $5.41M | Buy |
214,174
+3,872
| +2% | +$97.8K | 2.11% | 6 |
|
|
2024
Q4 | $5.24M | Buy |
210,302
+1,535
| +0.7% | +$38.2K | 2.11% | 7 |
|
|
2024
Q3 | $5.33M | Buy |
208,767
+3,107
| +2% | +$79.3K | 2.14% | 8 |
|
|
2024
Q2 | $5.09M | Buy |
205,660
+1,961
| +1% | +$48.6K | 2.23% | 7 |
|
|
2024
Q1 | $4.98M | Buy |
203,699
+1,114
| +0.5% | +$27.2K | 2.27% | 7 |
|
|
2023
Q4 | $5.08M | Buy |
+202,585
| New | +$5.08M | 2.35% | 6 |
|
|
2023
Q2 | $4.74M | Buy |
193,559
+3,981
| +2% | +$97.5K | 2.21% | 8 |
|
|
2023
Q1 | $4.73M | Buy |
189,578
+10,047
| +6% | +$251K | 2.24% | 8 |
|
|
2022
Q4 | $4.36M | Buy |
179,531
+15,172
| +9% | +$369K | 2.13% | 10 |
|
|
2022
Q3 | $3.91M | Buy |
164,359
+17,624
| +12% | +$419K | 1.99% | 11 |
|
|
2022
Q2 | $3.66M | Buy |
146,735
+38,247
| +35% | +$955K | 1.78% | 24 |
|
|
2022
Q1 | $2.86M | Buy |
108,488
+16,065
| +17% | +$423K | 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% | +$10.5K | 1.4% | 38 |
|
|
2021
Q2 | $2.53M | Buy |
87,432
+2,000
| +2% | +$57.8K | 1.41% | 38 |
|
|
2021
Q1 | $2.42M | Buy |
85,432
+7,629
| +10% | +$216K | 1.42% | 37 |
|
|
2020
Q4 | $2.3M | Buy |
77,803
+857
| +1% | +$25.3K | 1.45% | 37 |
|
|
2020
Q3 | $2.24M | Buy |
76,946
+30
| +0% | +$873 | 1.61% | 33 |
|
|
2020
Q2 | $2.22M | Buy |
76,916
+15
| +0% | +$433 | 1.7% | 34 |
|
|
2020
Q1 | $2.02M | Buy |
76,901
+3,369
| +5% | +$88.4K | 1.77% | 29 |
|
|
2019
Q4 | $2.04M | Buy |
73,532
+2,198
| +3% | +$61K | 1.29% | 38 |
|
|
2019
Q3 | $1.98M | Buy |
71,334
+1,985
| +3% | +$55.1K | 1.31% | 38 |
|
|
2019
Q2 | $1.88M | Buy |
+69,349
| New | +$1.88M | 1.25% | 40 |
|