McGlone Suttner Wealth Management’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.25M	Buy	49,426 +2,978	+6%	+$76K	0.17%	67
2025 Q4	$1.19M	Buy	46,448 +396	+0.9%	+$10.1K	0.16%	67
2025 Q3	$1.18M	Buy	46,052 +1,052	+2%	+$26.7K	0.17%	63
2025 Q2	$1.14M	Buy	45,000 +309	+0.7%	+$7.67K	0.17%	62
2025 Q1	$1.12M	Buy	44,691 +552	+1%	+$13.7K	0.18%	63
2024 Q4	$1.08M	Buy	44,139 +1,876	+4%	+$46.9K	0.18%	60
2024 Q3	$1.09M	Buy	42,263 +20,508	+94%	+$518K	0.23%	57
2024 Q2	$549K	Sell	21,755 -19,040	-47%	-$465K	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%	+$246K	0.11%	80
2023 Q3	$269K	Sell	11,450 -1,063	-8%	-$25.7K	0.06%	112
2023 Q2	$308K	Buy	12,513 +1,063	+9%	+$26.3K	0.07%	109
2023 Q1	$287K	Buy	+11,450	New	+$283K	0.07%	112