MSWM
McGlone Suttner Wealth Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.07M | Sell |
121,750
-13,014
| -10% | -$328K | 0.46% | 25 |
|
|
2025
Q1 | $3.39M | Buy |
134,764
+29,546
| +28% | +$743K | 0.56% | 21 |
|
|
2024
Q4 | $2.64M | Buy |
105,218
+28,395
| +37% | +$711K | 0.44% | 24 |
|
|
2024
Q3 | $1.93M | Buy |
76,823
+18,297
| +31% | +$459K | 0.4% | 31 |
|
|
2024
Q2 | $1.45M | Sell |
58,526
-17,278
| -23% | -$428K | 0.3% | 32 |
|
|
2024
Q1 | $1.88M | Buy |
75,804
+17,278
| +30% | +$429K | 0.35% | 28 |
|
|
2023
Q4 | $1.45M | Buy |
58,526
+9,117
| +18% | +$226K | 0.29% | 32 |
|
|
2023
Q3 | $1.2M | Buy |
49,409
+9,256
| +23% | +$226K | 0.28% | 36 |
|
|
2023
Q2 | $979K | Buy |
40,153
+12,852
| +47% | +$313K | 0.22% | 52 |
|
|
2023
Q1 | $670K | Buy |
+27,301
| New | +$670K | 0.17% | 58 |
|