SWMG
Signature Wealth Management Group’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.94M | Buy |
155,922
+4,167
| +3% | +$105K | 1.56% | 25 |
|
|
2025
Q1 | $3.79M | Buy |
151,755
+5,153
| +4% | +$129K | 1.48% | 28 |
|
|
2024
Q4 | $3.6M | Buy |
146,602
+55,399
| +61% | +$1.36M | 1.45% | 30 |
|
|
2024
Q3 | $2.34M | Buy |
91,203
+3,622
| +4% | +$93.1K | 0.94% | 40 |
|
|
2024
Q2 | $2.15M | Buy |
87,581
+1,656
| +2% | +$40.7K | 0.94% | 36 |
|
|
2024
Q1 | $2.07M | Buy |
85,925
+36,076
| +72% | +$869K | 0.94% | 38 |
|
|
2023
Q4 | $1.26M | Buy |
+49,849
| New | +$1.26M | 0.58% | 62 |
|
|
2023
Q2 | $1.17M | Buy |
47,590
+734
| +2% | +$18.1K | 0.55% | 65 |
|
|
2023
Q1 | $1.17M | Buy |
46,856
+1,062
| +2% | +$26.6K | 0.56% | 65 |
|
|
2022
Q4 | $1.11M | Buy |
45,794
+2,483
| +6% | +$60K | 0.54% | 62 |
|
|
2022
Q3 | $1.02M | Buy |
+43,311
| New | +$1.02M | 0.52% | 63 |
|