SWMG
Signature Wealth Management Group’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.75M | Buy |
246,678
+2,804
| +1% | +$65.4K | 2.27% | 5 |
|
|
2025
Q1 | $5.64M | Buy |
243,874
+4,814
| +2% | +$111K | 2.2% | 4 |
|
|
2024
Q4 | $5.45M | Buy |
239,060
+1,919
| +0.8% | +$43.8K | 2.19% | 6 |
|
|
2024
Q3 | $5.58M | Buy |
237,141
+3,099
| +1% | +$72.9K | 2.24% | 6 |
|
|
2024
Q2 | $5.31M | Buy |
234,042
+2,677
| +1% | +$60.7K | 2.32% | 6 |
|
|
2024
Q1 | $5.17M | Buy |
231,365
+14,836
| +7% | +$331K | 2.35% | 6 |
|
|
2023
Q4 | $5M | Buy |
+216,529
| New | +$5M | 2.31% | 7 |
|
|
2023
Q2 | $4.64M | Buy |
206,850
+4,762
| +2% | +$107K | 2.16% | 9 |
|
|
2023
Q1 | $4.62M | Buy |
202,088
+17,616
| +10% | +$403K | 2.19% | 9 |
|
|
2022
Q4 | $4.09M | Buy |
184,472
+10,830
| +6% | +$240K | 2% | 16 |
|
|
2022
Q3 | $3.78M | Buy |
173,642
+7,056
| +4% | +$154K | 1.92% | 14 |
|
|
2022
Q2 | $3.81M | Buy |
166,586
+48,615
| +41% | +$1.11M | 1.85% | 20 |
|
|
2022
Q1 | $2.89M | Buy |
117,971
+19,690
| +20% | +$483K | 1.3% | 39 |
|
|
2021
Q4 | $2.59M | Buy |
98,281
+2,934
| +3% | +$77.2K | 1.3% | 41 |
|
|
2021
Q3 | $2.54M | Buy |
95,347
+508
| +0.5% | +$13.5K | 1.41% | 37 |
|
|
2021
Q2 | $2.54M | Buy |
94,839
+8,120
| +9% | +$218K | 1.42% | 37 |
|
|
2021
Q1 | $2.27M | Buy |
86,719
+36,512
| +73% | +$954K | 1.33% | 38 |
|
|
2020
Q4 | $1.38M | Sell |
50,207
-435
| -0.9% | -$12K | 0.87% | 42 |
|
|
2020
Q3 | $1.37M | Sell |
50,642
-221
| -0.4% | -$5.98K | 0.99% | 41 |
|
|
2020
Q2 | $1.36M | Buy |
+50,863
| New | +$1.36M | 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 |
|