Signature Wealth Management Group IBDV Holdings History
Signature Wealth Management Group's iShares iBonds Dec 2030 Term Corporate ETF Holding Summary
As of 2025-03-31, Signature Wealth Management Group held 247,643.00 shares of iShares iBonds Dec 2030 Term Corporate ETF(IBDV), totaling $5.38 Mil. This investment constitutes 2.1% of their stock portfolio, and Signature Wealth Management Group now holds 0.3% of the outstanding iShares iBonds Dec 2030 Term Corporate ETF(IBDV) stock.
The initial trade took place in 2021Q4. And since then Signature Wealth Management Group has made 13 purchases of IBDV, at an average price of $22.34, for a total of 247,643.00 shares. Based on historical transaction data and IBDV's current price of $21.78, Signature Wealth Management Group's estimated gain on his IBDV holdings is $-139,946.02, reflecting a -2.53% gain to date.
Signature Wealth Management Group IBDV ($21.78) Holding Chart
Signature Wealth Management Group IBDV ($21.78) 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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