McGlone Suttner Wealth Management’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.17M Buy
2025
Q1
$2.12M Buy
2024
Q4
$2.06M Buy
2024
Q3
$2.12M Buy
2024
Q2
$1.79M Sell
2024
Q1
$1.91M Buy
2023
Q4
$1.79M Buy