MSWM
McGlone Suttner Wealth Management’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Buy |
83,872
+780
| +0.9% | +$20.2K | 0.33% | 30 |
|
|
2025
Q1 | $2.12M | Buy |
83,092
+925
| +1% | +$23.6K | 0.35% | 31 |
|
|
2024
Q4 | $2.06M | Buy |
82,167
+2,016
| +3% | +$50.6K | 0.34% | 32 |
|
|
2024
Q3 | $2.12M | Buy |
80,151
+11,072
| +16% | +$292K | 0.44% | 25 |
|
|
2024
Q2 | $1.79M | Sell |
69,079
-6,024
| -8% | -$156K | 0.37% | 27 |
|
|
2024
Q1 | $1.91M | Buy |
75,103
+6,024
| +9% | +$153K | 0.36% | 26 |
|
|
2023
Q4 | $1.79M | Buy |
+69,079
| New | +$1.79M | 0.35% | 27 |
|