SWMG
Signature Wealth Management Group’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Buy |
59,477
+784
| +1% | +$20.1K | 0.6% | 62 |
|
|
2025
Q1 | $1.5M | Sell |
58,693
-459
| -0.8% | -$11.7K | 0.58% | 64 |
|
|
2024
Q4 | $1.51M | Buy |
59,152
+544
| +0.9% | +$13.9K | 0.61% | 65 |
|
|
2024
Q3 | $1.5M | Sell |
58,608
-2,099
| -3% | -$53.9K | 0.6% | 60 |
|
|
2024
Q2 | $1.54M | Sell |
60,707
-139
| -0.2% | -$3.52K | 0.67% | 58 |
|
|
2024
Q1 | $1.53M | Buy |
60,846
+5,319
| +10% | +$134K | 0.7% | 51 |
|
|
2023
Q4 | $1.42M | Buy |
+55,527
| New | +$1.42M | 0.65% | 53 |
|
|
2023
Q2 | $1.42M | Buy |
56,508
+1,921
| +4% | +$48.4K | 0.66% | 48 |
|
|
2023
Q1 | $1.39M | Buy |
54,587
+1,264
| +2% | +$32.3K | 0.66% | 49 |
|
|
2022
Q4 | $1.34M | Buy |
53,323
+12,342
| +30% | +$311K | 0.66% | 53 |
|
|
2022
Q3 | $1.01M | Buy |
40,981
+19,814
| +94% | +$488K | 0.51% | 64 |
|
|
2022
Q2 | $536K | Buy |
+21,167
| New | +$536K | 0.26% | 69 |
|