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