MSWM
IBDO

McGlone Suttner Wealth Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

McGlone Suttner Wealth Management’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-43,942
Closed -$1.11M – 855
2023
Q3 		$1.11M Buy
43,942
+68
+0.2% +$1.73K 0.26% 45
2023
Q2 		$1.11M Buy
43,874
+9,026
+26% +$228K 0.25% 46
2023
Q1 		$878K Buy
34,848
+11,682
+50% +$294K 0.23% 48
2022
Q4 		$580K Buy
+23,166
New +$580K 0.18% 62