Number of Shares
214,174.00
Current Holdings Value*
$5.41 Mil
% of Portfolio
2.11%
Total Estimate Gain
$-311,912.26
% of Total Estimate Gain
-5.45%

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 $25.25, Signature Wealth Management Group's estimated gain on his IBDT holdings is $-311,912.26, reflecting a -5.45% gain to date.

Signature Wealth Management Group IBDT ($25.25) Holding Chart

Signature Wealth Management Group IBDT ($25.25) 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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