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
Q4 | $849K | Buy |
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|
2025
Q3 | $670K | Buy |
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|
2025
Q2 | $620K | Buy |
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|
2025
Q1 | $579K | Buy |
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|
2024
Q4 | $530K | Buy |
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|
2024
Q3 | $452K | Buy |
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|
2024
Q2 | $356K | Sell |
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|
2024
Q1 | $361K | Buy |
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|
2023
Q4 | $356K | Buy |
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|
2023
Q3 | $297K | Hold |
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|
2023
Q2 | $309K | Buy |
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|
2023
Q1 | $288K | Buy |
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