SWMG
Signature Wealth Management Group’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $528K | Sell |
23,461
-402
| -2% | -$9.04K | 0.21% | 84 |
|
|
2025
Q1 | $535K | Buy |
23,863
+4,633
| +24% | +$104K | 0.21% | 88 |
|
|
2024
Q4 | $427K | Buy |
19,230
+2,814
| +17% | +$62.5K | 0.17% | 89 |
|
|
2024
Q3 | $372K | Sell |
16,416
-60
| -0.4% | -$1.36K | 0.15% | 89 |
|
|
2024
Q2 | $364K | Buy |
16,476
+241
| +1% | +$5.32K | 0.16% | 90 |
|
|
2024
Q1 | $355K | Hold |
16,235
| – | – | 0.16% | 90 |
|
|
2023
Q4 | $363K | Buy |
+16,235
| New | +$363K | 0.17% | 87 |
|