MSWM
IBDZ

McGlone Suttner Wealth Management’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

McGlone Suttner Wealth Management’s Portfolio IBDZ Stock Details IBDZ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$436K Sell
16,694
-1,360
-8% -$35.5K 0.07% 126
2025
Q1 		$466K Buy
18,054
+1,726
+11% +$44.5K 0.08% 121
2024
Q4 		$416K Buy
16,328
+1,776
+12% +$45.2K 0.07% 117
2024
Q3 		$389K Buy
+14,552
New +$389K 0.08% 119