SWMG
Signature Wealth Management Group’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Buy |
55,804
+734
| +1% | +$19.6K | 0.59% | 63 |
|
|
2025
Q1 | $1.47M | Sell |
55,070
-438
| -0.8% | -$11.7K | 0.57% | 66 |
|
|
2024
Q4 | $1.48M | Buy |
55,508
+105
| +0.2% | +$2.8K | 0.59% | 66 |
|
|
2024
Q3 | $1.48M | Sell |
55,403
-1,940
| -3% | -$51.7K | 0.59% | 62 |
|
|
2024
Q2 | $1.52M | Sell |
57,343
-79
| -0.1% | -$2.09K | 0.67% | 60 |
|
|
2024
Q1 | $1.52M | Buy |
57,422
+160
| +0.3% | +$4.22K | 0.69% | 53 |
|
|
2023
Q4 | $1.52M | Buy |
+57,262
| New | +$1.52M | 0.7% | 51 |
|
|
2023
Q2 | $1.58M | Buy |
59,926
+7,152
| +14% | +$188K | 0.73% | 44 |
|
|
2023
Q1 | $1.4M | Buy |
52,774
+1,217
| +2% | +$32.4K | 0.67% | 48 |
|
|
2022
Q4 | $1.36M | Buy |
51,557
+11,310
| +28% | +$298K | 0.66% | 52 |
|
|
2022
Q3 | $1.04M | Buy |
40,247
+19,515
| +94% | +$506K | 0.53% | 62 |
|
|
2022
Q2 | $552K | Buy |
+20,732
| New | +$552K | 0.27% | 67 |
|