SWMG
IBTE
Signature Wealth Management Group’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-18,724
| Closed | -$449K | – | 110 |
|
|
2024
Q3 | $449K | Sell |
18,724
-167
| -0.9% | -$4.01K | 0.18% | 84 |
|
|
2024
Q2 | $453K | Buy |
18,891
+222
| +1% | +$5.32K | 0.2% | 83 |
|
|
2024
Q1 | $447K | Buy |
18,669
+3,413
| +22% | +$81.7K | 0.2% | 84 |
|
|
2023
Q4 | $364K | Buy |
+15,256
| New | +$364K | 0.17% | 86 |
|