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
2025
Q2
$920K Buy
2025
Q1
$759K Buy
2024
Q4
$596K Buy
2024
Q3
$481K Buy
2024
Q2
$379K Sell
2024
Q1
$383K Buy
2023
Q4
$379K Buy
2023
Q3
$321K Hold
2023
Q2
$330K Buy
2023
Q1
$309K Buy