Signature Wealth Management Group IBDT Holdings History
Signature Wealth Management Group's iShares iBonds Dec 2028 Term Corporate ETF Holding Summary
As of 2025-03-31, Signature Wealth Management Group held 214,174.00 shares of iShares iBonds Dec 2028 Term Corporate ETF(IBDT), totaling $5.41 Mil. This investment constitutes 2.11% of their stock portfolio, and Signature Wealth Management Group now holds 0.2% of the outstanding iShares iBonds Dec 2028 Term Corporate ETF(IBDT) stock.
The initial trade took place in 2021Q3. And since then Signature Wealth Management Group has made 14 purchases of IBDT, at an average price of $26.71, for a total of 214,174.00 shares. Based on historical transaction data and IBDT's current price of $25.27, Signature Wealth Management Group's estimated gain on his IBDT holdings is $-307,628.78, reflecting a -5.38% gain to date.
Signature Wealth Management Group IBDT ($25.27) Holding Chart
Signature Wealth Management Group IBDT ($25.27) 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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