McGlone Suttner Wealth Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

McGlone Suttner Wealth Management’s Portfolio IBDS Stock Details IBDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.96M	Buy
2025 Q1	$1.65M	Sell
2024 Q4	$1.66M	Buy
2024 Q3	$1.08M	Buy
2024 Q2	$906K	Sell
2024 Q1	$1.16M	Buy
2023 Q4	$906K	Buy
2023 Q3	$722K	Buy
2023 Q2	$609K	Buy
2023 Q1	$386K	Buy