Signature Wealth Management Group’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.72M	Sell	245,791 -286	-0.1%	-$6.69K	2.17%	11
2025 Q4	$5.76M	Sell	246,077 -845	-0.3%	-$19.8K	2.35%	5
2025 Q3	$5.8M	Buy	246,922 +244	+0.1%	+$5.7K	2.25%	7
2025 Q2	$5.75M	Buy	246,678 +2,804	+1%	+$64.7K	2.27%	5
2025 Q1	$5.64M	Buy	243,874 +4,814	+2%	+$110K	2.2%	4
2024 Q4	$5.45M	Buy	239,060 +1,919	+0.8%	+$44.2K	2.19%	6
2024 Q3	$5.58M	Buy	237,141 +3,099	+1%	+$71.8K	2.24%	6
2024 Q2	$5.31M	Buy	234,042 +2,677	+1%	+$60.4K	2.32%	6
2024 Q1	$5.17M	Buy	231,365 +14,836	+7%	+$338K	2.35%	6
2023 Q4	$5M	Buy	+216,529	New	+$4.8M	2.31%	7
2023 Q2	$4.64M	Buy	206,850 +4,762	+2%	+$108K	2.16%	9
2023 Q1	$4.62M	Buy	202,088 +17,616	+10%	+$398K	2.19%	9
2022 Q4	$4.09M	Buy	184,472 +10,830	+6%	+$239K	2%	16
2022 Q3	$3.78M	Buy	173,642 +7,056	+4%	+$162K	1.92%	14
2022 Q2	$3.81M	Buy	166,586 +48,615	+41%	+$1.13M	1.85%	20
2022 Q1	$2.89M	Buy	117,971 +19,690	+20%	+$497K	1.3%	39
2021 Q4	$2.59M	Buy	98,281 +2,934	+3%	+$77.5K	1.3%	41
2021 Q3	$2.54M	Buy	95,347 +508	+0.5%	+$13.7K	1.41%	37
2021 Q2	$2.54M	Buy	94,839 +8,120	+9%	+$215K	1.42%	37
2021 Q1	$2.27M	Buy	86,719 +36,512	+73%	+$976K	1.33%	38
2020 Q4	$1.38M	Sell	50,207 -435	-0.9%	-$11.8K	0.87%	42
2020 Q3	$1.37M	Sell	50,642 -221	-0.4%	-$6K	0.99%	41
2020 Q2	$1.36M	Buy	+50,863	New	+$1.31M	1.04%	38
2020 Q1	–	Sell	-50,991	Closed	-$1.3M	–	73
2019 Q4	$1.3M	Buy	+50,991	New	+$1.3M	0.82%	42