SWMG
Signature Wealth Management Group’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $797K | Buy |
31,576
+2,025
| +7% | +$51.1K | 0.31% | 74 |
|
|
2025
Q1 | $740K | Buy |
29,551
+2,035
| +7% | +$51K | 0.29% | 79 |
|
|
2024
Q4 | $687K | Buy |
27,516
+15,301
| +125% | +$382K | 0.28% | 79 |
|
|
2024
Q3 | $311K | Sell |
12,215
-2,422
| -17% | -$61.7K | 0.12% | 94 |
|
|
2024
Q2 | $364K | Buy |
14,637
+689
| +5% | +$17.1K | 0.16% | 89 |
|
|
2024
Q1 | $348K | Buy |
+13,948
| New | +$348K | 0.16% | 91 |
|