MSWM
McGlone Suttner Wealth Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $620K | Buy |
28,198
+1,527
| +6% | +$33.6K | 0.09% | 98 |
|
|
2025
Q1 | $579K | Buy |
26,671
+1,840
| +7% | +$40K | 0.1% | 97 |
|
|
2024
Q4 | $530K | Buy |
24,831
+4,457
| +22% | +$95.2K | 0.09% | 98 |
|
|
2024
Q3 | $452K | Buy |
20,374
+3,944
| +24% | +$87.4K | 0.09% | 106 |
|
|
2024
Q2 | $356K | Sell |
16,430
-424
| -3% | -$9.18K | 0.07% | 110 |
|
|
2024
Q1 | $361K | Buy |
16,854
+424
| +3% | +$9.07K | 0.07% | 117 |
|
|
2023
Q4 | $356K | Buy |
16,430
+1,837
| +13% | +$39.8K | 0.07% | 110 |
|
|
2023
Q3 | $297K | Hold |
14,593
| – | – | 0.07% | 106 |
|
|
2023
Q2 | $309K | Buy |
14,593
+1,236
| +9% | +$26.2K | 0.07% | 108 |
|
|
2023
Q1 | $288K | Buy |
+13,357
| New | +$288K | 0.07% | 110 |
|