SWMG
Signature Wealth Management Group’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $614K | Sell |
26,797
-349
| -1% | -$8K | 0.24% | 79 |
|
|
2025
Q1 | $623K | Buy |
27,146
+8,369
| +45% | +$192K | 0.24% | 83 |
|
|
2024
Q4 | $428K | Buy |
18,777
+2,757
| +17% | +$62.9K | 0.17% | 88 |
|
|
2024
Q3 | $370K | Sell |
16,020
-50
| -0.3% | -$1.15K | 0.15% | 90 |
|
|
2024
Q2 | $364K | Buy |
16,070
+235
| +1% | +$5.32K | 0.16% | 88 |
|
|
2024
Q1 | $357K | Hold |
15,835
| – | – | 0.16% | 89 |
|
|
2023
Q4 | $362K | Buy |
+15,835
| New | +$362K | 0.17% | 88 |
|