McGlone Suttner Wealth Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$620K Buy
2025
Q1
$579K Buy
2024
Q4
$530K Buy
2024
Q3
$452K Buy
2024
Q2
$356K Sell
2024
Q1
$361K Buy
2023
Q4
$356K Buy
2023
Q3
$297K Hold
2023
Q2
$309K Buy
2023
Q1
$288K Buy