MSWM
McGlone Suttner Wealth Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $920K | Buy |
39,426
+6,601
| +20% | +$154K | 0.14% | 74 |
|
|
2025
Q1 | $759K | Buy |
32,825
+6,697
| +26% | +$155K | 0.12% | 86 |
|
|
2024
Q4 | $596K | Buy |
26,128
+5,658
| +28% | +$129K | 0.1% | 88 |
|
|
2024
Q3 | $481K | Buy |
20,470
+4,062
| +25% | +$95.5K | 0.1% | 102 |
|
|
2024
Q2 | $379K | Sell |
16,408
-397
| -2% | -$9.16K | 0.08% | 104 |
|
|
2024
Q1 | $383K | Buy |
16,805
+397
| +2% | +$9.06K | 0.07% | 114 |
|
|
2023
Q4 | $379K | Buy |
16,408
+1,728
| +12% | +$39.9K | 0.07% | 104 |
|
|
2023
Q3 | $321K | Hold |
14,680
| – | – | 0.07% | 101 |
|
|
2023
Q2 | $330K | Buy |
14,680
+1,157
| +9% | +$26K | 0.08% | 101 |
|
|
2023
Q1 | $309K | Buy |
+13,523
| New | +$309K | 0.08% | 103 |
|