Signature Wealth Management Group’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.13M	Sell	44,454 -6,608	-13%	-$168K	0.43%	56
2025 Q4	$1.3M	Sell	51,062 -1,283	-2%	-$32.6K	0.53%	61
2025 Q3	$1.33M	Buy	52,345 +433	+0.8%	+$11K	0.52%	66
2025 Q2	$1.32M	Buy	51,912 +406	+0.8%	+$10.2K	0.52%	67
2025 Q1	$1.3M	Buy	51,506 +995	+2%	+$25.1K	0.51%	69
2024 Q4	$1.27M	Buy	50,511 +2,283	+5%	+$57.7K	0.51%	69
2024 Q3	$1.23M	Sell	48,228 -2,037	-4%	-$51.5K	0.49%	68
2024 Q2	$1.26M	Sell	50,265 -52	-0.1%	-$1.3K	0.55%	65
2024 Q1	$1.26M	Buy	50,317 +1,579	+3%	+$39.9K	0.57%	61
2023 Q4	$1.24M	Buy	+48,738	New	+$1.21M	0.57%	63
2023 Q2	$1.28M	Buy	50,873 +2,328	+5%	+$58.6K	0.59%	59
2023 Q1	$1.24M	Buy	48,545 +4,259	+10%	+$108K	0.59%	59
2022 Q4	$1.11M	Buy	44,286 +16,682	+60%	+$413K	0.54%	61
2022 Q3	$673K	Buy	27,604 +12,346	+81%	+$312K	0.34%	67
2022 Q2	$384K	Buy	+15,258	New	+$382K	0.19%	74