MSWM
McGlone Suttner Wealth Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Buy |
80,847
+12,522
| +18% | +$304K | 0.3% | 36 |
|
|
2025
Q1 | $1.65M | Sell |
68,325
-935
| -1% | -$22.6K | 0.27% | 39 |
|
|
2024
Q4 | $1.66M | Buy |
69,260
+24,766
| +56% | +$593K | 0.28% | 43 |
|
|
2024
Q3 | $1.08M | Buy |
44,494
+6,654
| +18% | +$162K | 0.23% | 58 |
|
|
2024
Q2 | $906K | Sell |
37,840
-10,794
| -22% | -$258K | 0.19% | 60 |
|
|
2024
Q1 | $1.16M | Buy |
48,634
+10,794
| +29% | +$257K | 0.22% | 52 |
|
|
2023
Q4 | $906K | Buy |
37,840
+6,635
| +21% | +$159K | 0.18% | 60 |
|
|
2023
Q3 | $722K | Buy |
31,205
+5,270
| +20% | +$122K | 0.17% | 62 |
|
|
2023
Q2 | $609K | Buy |
25,935
+9,714
| +60% | +$228K | 0.14% | 69 |
|
|
2023
Q1 | $386K | Buy |
+16,221
| New | +$386K | 0.1% | 85 |
|