SWMG
Signature Wealth Management Group’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $630K | Sell |
26,988
-90
| -0.3% | -$2.1K | 0.25% | 78 |
|
|
2025
Q1 | $633K | Buy |
27,078
+4,412
| +19% | +$103K | 0.25% | 82 |
|
|
2024
Q4 | $529K | Buy |
22,666
+2,707
| +14% | +$63.1K | 0.21% | 84 |
|
|
2024
Q3 | $467K | Sell |
19,959
-131
| -0.7% | -$3.07K | 0.19% | 83 |
|
|
2024
Q2 | $466K | Buy |
20,090
+229
| +1% | +$5.32K | 0.2% | 82 |
|
|
2024
Q1 | $460K | Buy |
19,861
+3,769
| +23% | +$87.3K | 0.21% | 83 |
|
|
2023
Q4 | $375K | Buy |
+16,092
| New | +$375K | 0.17% | 84 |
|