MSWM
McGlone Suttner Wealth Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
63,192
+1,302
| +2% | +$27.4K | 0.2% | 52 |
|
|
2025
Q1 | $1.28M | Buy |
61,890
+765
| +1% | +$15.9K | 0.21% | 52 |
|
|
2024
Q4 | $1.24M | Buy |
61,125
+3,078
| +5% | +$62.6K | 0.21% | 51 |
|
|
2024
Q3 | $1.23M | Buy |
58,047
+26,469
| +84% | +$562K | 0.26% | 51 |
|
|
2024
Q2 | $656K | Sell |
31,578
-24,852
| -44% | -$516K | 0.13% | 73 |
|
|
2024
Q1 | $1.16M | Buy |
56,430
+24,852
| +79% | +$509K | 0.22% | 53 |
|
|
2023
Q4 | $656K | Buy |
31,578
+15,385
| +95% | +$320K | 0.13% | 73 |
|
|
2023
Q3 | $314K | Hold |
16,193
| – | – | 0.07% | 102 |
|
|
2023
Q2 | $328K | Buy |
16,193
+2,285
| +16% | +$46.3K | 0.07% | 102 |
|
|
2023
Q1 | $287K | Buy |
+13,908
| New | +$287K | 0.07% | 111 |
|