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

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