SWMG
Signature Wealth Management Group’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $513K | Sell |
22,943
-323
| -1% | -$7.22K | 0.2% | 85 |
|
|
2025
Q1 | $518K | Buy |
23,266
+5,294
| +29% | +$118K | 0.2% | 91 |
|
|
2024
Q4 | $394K | Buy |
17,972
+3,622
| +25% | +$79.3K | 0.16% | 93 |
|
|
2024
Q3 | $323K | Buy |
14,350
+166
| +1% | +$3.74K | 0.13% | 93 |
|
|
2024
Q2 | $310K | Buy |
14,184
+889
| +7% | +$19.4K | 0.14% | 95 |
|
|
2024
Q1 | $287K | Buy |
+13,295
| New | +$287K | 0.13% | 95 |
|