MSWM
McGlone Suttner Wealth Management’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
45,000
+309
| +0.7% | +$7.81K | 0.17% | 62 |
|
|
2025
Q1 | $1.12M | Buy |
44,691
+552
| +1% | +$13.8K | 0.18% | 63 |
|
|
2024
Q4 | $1.08M | Buy |
44,139
+1,876
| +4% | +$46.1K | 0.18% | 60 |
|
|
2024
Q3 | $1.09M | Buy |
42,263
+20,508
| +94% | +$527K | 0.23% | 57 |
|
|
2024
Q2 | $549K | Sell |
21,755
-19,040
| -47% | -$480K | 0.11% | 80 |
|
|
2024
Q1 | $1.01M | Buy |
40,795
+19,040
| +88% | +$472K | 0.19% | 61 |
|
|
2023
Q4 | $549K | Buy |
21,755
+10,305
| +90% | +$260K | 0.11% | 80 |
|
|
2023
Q3 | $269K | Sell |
11,450
-1,063
| -8% | -$25K | 0.06% | 112 |
|
|
2023
Q2 | $308K | Buy |
12,513
+1,063
| +9% | +$26.2K | 0.07% | 109 |
|
|
2023
Q1 | $287K | Buy |
+11,450
| New | +$287K | 0.07% | 112 |
|