McGlone Suttner Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.09M	Buy	168,578 +6,700	+4%	+$162K	0.54%	23
2025 Q4	$3.92M	Buy	161,878 +31,937	+25%	+$774K	0.53%	21
2025 Q3	$3.16M	Buy	129,941 +2,746	+2%	+$66.5K	0.44%	24
2025 Q2	$3.08M	Buy	127,195 +14,008	+12%	+$338K	0.47%	22
2025 Q1	$2.74M	Buy	113,187 +3,366	+3%	+$81.2K	0.45%	23
2024 Q4	$2.64M	Buy	109,821 +35,665	+48%	+$860K	0.44%	23
2024 Q3	$1.8M	Buy	74,156 +18,486	+33%	+$445K	0.37%	32
2024 Q2	$1.33M	Sell	55,670 -20,968	-27%	-$498K	0.27%	38
2024 Q1	$1.83M	Buy	76,638 +20,968	+38%	+$500K	0.34%	30
2023 Q4	$1.33M	Buy	55,670 +6,849	+14%	+$161K	0.26%	38
2023 Q3	$1.14M	Buy	48,821 +8,976	+23%	+$210K	0.26%	43
2023 Q2	$935K	Buy	39,845 +15,137	+61%	+$358K	0.21%	54
2023 Q1	$586K	Buy	+24,708	New	+$582K	0.15%	63