McGlone Suttner Wealth Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.53M	Buy	65,713 +6,556	+11%	+$153K	0.2%	57
2025 Q4	$1.38M	Buy	59,157 +17,735	+43%	+$416K	0.19%	58
2025 Q3	$972K	Buy	41,422 +1,996	+5%	+$46.6K	0.14%	75
2025 Q2	$920K	Buy	39,426 +6,601	+20%	+$152K	0.14%	74
2025 Q1	$759K	Buy	32,825 +6,697	+26%	+$154K	0.12%	86
2024 Q4	$596K	Buy	26,128 +5,658	+28%	+$130K	0.1%	88
2024 Q3	$481K	Buy	20,470 +4,062	+25%	+$94.1K	0.1%	102
2024 Q2	$379K	Sell	16,408 -397	-2%	-$8.96K	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%	+$38.3K	0.07%	104
2023 Q3	$321K	Hold	14,680	–	–	0.07%	101
2023 Q2	$330K	Buy	14,680 +1,157	+9%	+$26.2K	0.08%	101
2023 Q1	$309K	Buy	+13,523	New	+$306K	0.08%	103