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Signature Wealth Management Group’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Signature Wealth Management Group’s Portfolio IBTJ Stock Details IBTJ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$500K Sell
22,790
-1,118
-5% -$24.5K 0.2% 86
2025
Q1 		$520K Buy
23,908
+4,537
+23% +$98.8K 0.2% 90
2024
Q4 		$413K Buy
+19,371
New +$413K 0.17% 90