SWMG
Signature Wealth Management Group’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
51,912
+406
| +0.8% | +$10.3K | 0.52% | 67 |
|
|
2025
Q1 | $1.3M | Buy |
51,506
+995
| +2% | +$25.2K | 0.51% | 69 |
|
|
2024
Q4 | $1.27M | Buy |
50,511
+2,283
| +5% | +$57.4K | 0.51% | 69 |
|
|
2024
Q3 | $1.23M | Sell |
48,228
-2,037
| -4% | -$51.8K | 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% | +$39.5K | 0.57% | 61 |
|
|
2023
Q4 | $1.24M | Buy |
+48,738
| New | +$1.24M | 0.57% | 63 |
|
|
2023
Q2 | $1.28M | Buy |
50,873
+2,328
| +5% | +$58.4K | 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% | +$418K | 0.54% | 61 |
|
|
2022
Q3 | $673K | Buy |
27,604
+12,346
| +81% | +$301K | 0.34% | 67 |
|
|
2022
Q2 | $384K | Buy |
+15,258
| New | +$384K | 0.19% | 74 |
|