Signature Wealth Management Group IBDR Holdings History
Signature Wealth Management Group's iShares iBonds Dec 2026 Term Corporate ETF Holding Summary
As of 2025-03-31, Signature Wealth Management Group held 230,154.00 shares of iShares iBonds Dec 2026 Term Corporate ETF(IBDR), totaling $5.57 Mil. This investment constitutes 2.17% of their stock portfolio, and Signature Wealth Management Group now holds 0.17% of the outstanding iShares iBonds Dec 2026 Term Corporate ETF(IBDR) stock.
The initial trade took place in 2021Q3. And since then Signature Wealth Management Group has made 12 purchases of IBDR, at an average price of $25.32, for a total of 231,835.00 shares. In addition, there have been 2 sales at an average price of $24.10 for 1,681.00 shares. Based on historical transaction data and IBDR's current price of $24.17, Signature Wealth Management Group's estimated gain on his IBDR holdings is $-265,593.56, reflecting a -4.53% gain to date.
Signature Wealth Management Group IBDR ($24.17) Holding Chart
Signature Wealth Management Group IBDR ($24.17) 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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