MSWM
IBDP
McGlone Suttner Wealth Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-88,264
| Closed | -$2.23M | – | 188 |
|
|
2024
Q3 | $2.23M | Buy |
88,264
+6,311
| +8% | +$159K | 0.46% | 22 |
|
|
2024
Q2 | $2.04M | Sell |
81,953
-9,088
| -10% | -$226K | 0.42% | 23 |
|
|
2024
Q1 | $2.28M | Buy |
91,041
+9,088
| +11% | +$228K | 0.43% | 23 |
|
|
2023
Q4 | $2.04M | Buy |
81,953
+3,000
| +4% | +$74.7K | 0.4% | 23 |
|
|
2023
Q3 | $1.95M | Buy |
78,953
+15,573
| +25% | +$385K | 0.45% | 22 |
|
|
2023
Q2 | $1.56M | Buy |
63,380
+17,126
| +37% | +$422K | 0.36% | 30 |
|
|
2023
Q1 | $1.14M | Buy |
46,254
+21,181
| +84% | +$521K | 0.29% | 39 |
|
|
2022
Q4 | $612K | Buy |
+25,073
| New | +$612K | 0.19% | 60 |
|