SWMG
IBML
Signature Wealth Management Group’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $884K | Buy |
34,683
+3,216
| +10% | +$82K | 0.41% | 71 |
|
|
2023
Q1 | $800K | Buy |
31,467
+1,743
| +6% | +$44.3K | 0.38% | 70 |
|
|
2022
Q4 | $754K | Buy |
29,724
+5,947
| +25% | +$151K | 0.37% | 70 |
|
|
2022
Q3 | $600K | Buy |
23,777
+11,785
| +98% | +$297K | 0.3% | 69 |
|
|
2022
Q2 | $306K | Buy |
+11,992
| New | +$306K | 0.15% | 78 |
|