Signature Wealth Management Group IBDS Holdings History
Signature Wealth Management Group's iShares iBonds Dec 2027 Term Corporate ETF Holding Summary
As of 2025-03-31, Signature Wealth Management Group held 256,628.00 shares of iShares iBonds Dec 2027 Term Corporate ETF(IBDS), totaling $6.21 Mil. This investment constitutes 2.42% of their stock portfolio, and Signature Wealth Management Group now holds 0.21% of the outstanding iShares iBonds Dec 2027 Term Corporate ETF(IBDS) stock.
The initial trade took place in 2021Q3. And since then Signature Wealth Management Group has made 12 purchases of IBDS, at an average price of $25.86, for a total of 259,888.00 shares. In addition, there have been 2 sales at an average price of $24.02 for 3,260.00 shares. Based on historical transaction data and IBDS's current price of $24.15, Signature Wealth Management Group's estimated gain on his IBDS holdings is $-445,449.35, reflecting a -6.63% gain to date.
Signature Wealth Management Group IBDS ($24.15) Holding Chart
Signature Wealth Management Group IBDS ($24.15) 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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