Number of Shares
359,184.00
Current Holdings Value*
$9.03 Mil
% of Portfolio
3.52%
Total Estimate Gain
$-90,960.18
% of Total Estimate Gain
-0.99%

Signature Wealth Management Group's iShares iBonds Dec 2025 Term Corporate ETF Holding Summary

As of 2025-03-31, Signature Wealth Management Group held 359,184.00 shares of iShares iBonds Dec 2025 Term Corporate ETF(IBDQ), totaling $9.03 Mil. This investment constitutes 3.52% of their stock portfolio, and Signature Wealth Management Group now holds 0.29% of the outstanding iShares iBonds Dec 2025 Term Corporate ETF(IBDQ) stock.

The initial trade took place in 2021Q3. And since then Signature Wealth Management Group has made 13 purchases of IBDQ, at an average price of $25.35, for a total of 362,275.00 shares. In addition, there have been 1 sales at an average price of $24.77 for 3,091.00 shares. Based on historical transaction data and IBDQ's current price of $25.10, Signature Wealth Management Group's estimated gain on his IBDQ holdings is $-90,960.18, reflecting a -0.99% gain to date.

Signature Wealth Management Group IBDQ ($25.10) Holding Chart

Signature Wealth Management Group IBDQ ($25.10) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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