SWMG
Signature Wealth Management Group’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.5M | Buy |
250,078
+2,435
| +1% | +$53.5K | 2.17% | 8 |
|
|
2025
Q1 | $5.38M | Buy |
247,643
+7,099
| +3% | +$154K | 2.1% | 7 |
|
|
2024
Q4 | $5.14M | Buy |
240,544
+14,376
| +6% | +$307K | 2.07% | 8 |
|
|
2024
Q3 | $5.01M | Buy |
226,168
+2,797
| +1% | +$62K | 2.01% | 10 |
|
|
2024
Q2 | $4.75M | Buy |
223,371
+2,432
| +1% | +$51.7K | 2.08% | 10 |
|
|
2024
Q1 | $4.61M | Buy |
220,939
+19,125
| +9% | +$399K | 2.1% | 10 |
|
|
2023
Q4 | $4.37M | Buy |
+201,814
| New | +$4.37M | 2.02% | 13 |
|
|
2023
Q2 | $4.07M | Buy |
191,873
+4,317
| +2% | +$91.5K | 1.89% | 12 |
|
|
2023
Q1 | $4.04M | Buy |
187,556
+10,374
| +6% | +$223K | 1.92% | 16 |
|
|
2022
Q4 | $3.69M | Buy |
177,182
+5,281
| +3% | +$110K | 1.8% | 23 |
|
|
2022
Q3 | $3.48M | Buy |
171,901
+15,028
| +10% | +$304K | 1.77% | 21 |
|
|
2022
Q2 | $3.36M | Buy |
156,873
+93,329
| +147% | +$2M | 1.63% | 29 |
|
|
2022
Q1 | $1.47M | Buy |
63,544
+18,518
| +41% | +$429K | 0.66% | 61 |
|
|
2021
Q4 | $1.13M | Buy |
45,026
+1,909
| +4% | +$47.9K | 0.57% | 60 |
|
|
2021
Q3 | $1.09M | Buy |
43,117
+921
| +2% | +$23.3K | 0.61% | 58 |
|
|
2021
Q2 | $1.08M | Buy |
42,196
+19,629
| +87% | +$501K | 0.6% | 59 |
|
|
2021
Q1 | $559K | Buy |
+22,567
| New | +$559K | 0.33% | 65 |
|