SWMG
IBMM
Signature Wealth Management Group’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-49,956
| Closed | -$1.3M | – | 112 |
|
|
2024
Q3 | $1.3M | Sell |
49,956
-2,091
| -4% | -$54.6K | 0.52% | 66 |
|
|
2024
Q2 | $1.36M | Sell |
52,047
-8
| -0% | -$208 | 0.59% | 64 |
|
|
2024
Q1 | $1.35M | Buy |
52,055
+1,266
| +2% | +$32.9K | 0.61% | 58 |
|
|
2023
Q4 | $1.32M | Buy |
+50,789
| New | +$1.32M | 0.61% | 59 |
|
|
2023
Q2 | $1.42M | Buy |
55,179
+2,230
| +4% | +$57.4K | 0.66% | 49 |
|
|
2023
Q1 | $1.37M | Buy |
52,949
+1,406
| +3% | +$36.4K | 0.65% | 52 |
|
|
2022
Q4 | $1.33M | Buy |
51,543
+10,261
| +25% | +$264K | 0.65% | 54 |
|
|
2022
Q3 | $1.05M | Buy |
41,282
+20,142
| +95% | +$514K | 0.54% | 61 |
|
|
2022
Q2 | $550K | Buy |
+21,140
| New | +$550K | 0.27% | 68 |
|