SWMG
IBDY icon

Signature Wealth Management Group’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Signature Wealth Management Group’s Portfolio IBDY Stock Details IBDY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.29M Buy
88,337
+1,865
+2% +$48.3K 0.9% 44
2025
Q1 		$2.21M Buy
86,472
+6,128
+8% +$157K 0.86% 44
2024
Q4 		$2.02M Buy
+80,344
New +$2.02M 0.81% 48