SWMG
Signature Wealth Management Group’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.42M | Buy |
209,991
+3,614
| +2% | +$76K | 1.74% | 19 |
|
|
2025
Q1 | $4.28M | Buy |
206,377
+13,511
| +7% | +$280K | 1.67% | 23 |
|
|
2024
Q4 | $3.92M | Buy |
192,866
+27,012
| +16% | +$550K | 1.58% | 24 |
|
|
2024
Q3 | $3.52M | Buy |
165,854
+5,801
| +4% | +$123K | 1.41% | 33 |
|
|
2024
Q2 | $3.25M | Buy |
160,053
+3,708
| +2% | +$75.2K | 1.42% | 32 |
|
|
2024
Q1 | $3.12M | Buy |
156,345
+24,167
| +18% | +$482K | 1.42% | 33 |
|
|
2023
Q4 | $2.75M | Buy |
+132,178
| New | +$2.75M | 1.27% | 34 |
|
|
2023
Q2 | $2.5M | Buy |
123,263
+4,163
| +3% | +$84.4K | 1.16% | 37 |
|
|
2023
Q1 | $2.46M | Buy |
119,100
+19,938
| +20% | +$412K | 1.17% | 37 |
|
|
2022
Q4 | $1.97M | Buy |
99,162
+24,473
| +33% | +$487K | 0.96% | 39 |
|
|
2022
Q3 | $1.46M | Buy |
74,689
+19,026
| +34% | +$371K | 0.74% | 56 |
|
|
2022
Q2 | $1.16M | Buy |
+55,663
| New | +$1.16M | 0.56% | 60 |
|