MWM
MinichMacGregor Wealth Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.97M | Sell |
234,939
-2,542
| -1% | -$64.6K | 1.28% | 31 |
|
|
2025
Q1 | $6M | Buy |
237,481
+17,233
| +8% | +$435K | 1.34% | 30 |
|
|
2024
Q4 | $5.48M | Buy |
220,248
+6,167
| +3% | +$154K | 1.14% | 37 |
|
|
2024
Q3 | $5.47M | Buy |
214,081
+1,475
| +0.7% | +$37.7K | 1.17% | 37 |
|
|
2024
Q2 | $5.27M | Buy |
212,606
+4,851
| +2% | +$120K | 1.29% | 35 |
|
|
2024
Q1 | $5.13M | Buy |
+207,755
| New | +$5.13M | 1.31% | 36 |
|