Number of Shares
243,874.00
Current Holdings Value*
$5.64 Mil
% of Portfolio
2.2%
Total Estimate Gain
$-348,509.12
% of Total Estimate Gain
-5.81%

Signature Wealth Management Group's iShares iBonds Dec 2029 Term Corporate ETF Holding Summary

As of 2025-03-31, Signature Wealth Management Group held 243,874.00 shares of iShares iBonds Dec 2029 Term Corporate ETF(IBDU), totaling $5.64 Mil. This investment constitutes 2.2% of their stock portfolio, and Signature Wealth Management Group now holds 0.22% of the outstanding iShares iBonds Dec 2029 Term Corporate ETF(IBDU) stock.

The initial trade took place in 2021Q3. And since then Signature Wealth Management Group has made 14 purchases of IBDU, at an average price of $24.60, for a total of 243,874.00 shares. Based on historical transaction data and IBDU's current price of $23.17, Signature Wealth Management Group's estimated gain on his IBDU holdings is $-348,509.12, reflecting a -5.81% gain to date.

Signature Wealth Management Group IBDU ($23.17) Holding Chart

Signature Wealth Management Group IBDU ($23.17) 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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