SWMG
Signature Wealth Management Group’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
47,520
+914
| +2% | +$23.2K | 0.48% | 70 |
|
|
2025
Q1 | $1.18M | Sell |
46,606
-668
| -1% | -$16.9K | 0.46% | 73 |
|
|
2024
Q4 | $1.19M | Buy |
47,274
+1,602
| +4% | +$40.3K | 0.48% | 70 |
|
|
2024
Q3 | $1.17M | Sell |
45,672
-1,706
| -4% | -$43.7K | 0.47% | 70 |
|
|
2024
Q2 | $1.19M | Buy |
47,378
+729
| +2% | +$18.2K | 0.52% | 68 |
|
|
2024
Q1 | $1.17M | Buy |
46,649
+8,935
| +24% | +$224K | 0.53% | 67 |
|
|
2023
Q4 | $965K | Buy |
+37,714
| New | +$965K | 0.45% | 72 |
|
|
2023
Q2 | $1,000K | Buy |
39,740
+3,259
| +9% | +$82K | 0.47% | 70 |
|
|
2023
Q1 | $934K | Buy |
36,481
+2,098
| +6% | +$53.7K | 0.44% | 69 |
|
|
2022
Q4 | $863K | Buy |
34,383
+20,827
| +154% | +$523K | 0.42% | 69 |
|
|
2022
Q3 | $328K | Buy |
+13,556
| New | +$328K | 0.17% | 77 |
|