MSWM
McGlone Suttner Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.08M | Buy |
127,195
+14,008
| +12% | +$340K | 0.47% | 22 |
|
|
2025
Q1 | $2.74M | Buy |
113,187
+3,366
| +3% | +$81.5K | 0.45% | 23 |
|
|
2024
Q4 | $2.64M | Buy |
109,821
+35,665
| +48% | +$858K | 0.44% | 23 |
|
|
2024
Q3 | $1.8M | Buy |
74,156
+18,486
| +33% | +$449K | 0.37% | 32 |
|
|
2024
Q2 | $1.33M | Sell |
55,670
-20,968
| -27% | -$501K | 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% | +$164K | 0.26% | 38 |
|
|
2023
Q3 | $1.14M | Buy |
48,821
+8,976
| +23% | +$209K | 0.26% | 43 |
|
|
2023
Q2 | $935K | Buy |
39,845
+15,137
| +61% | +$355K | 0.21% | 54 |
|
|
2023
Q1 | $586K | Buy |
+24,708
| New | +$586K | 0.15% | 63 |
|