MSWM
IBCA

McGlone Suttner Wealth Management’s iShares iBonds Dec 2035 Term Corporate ETF IBCA Stock Holding History

McGlone Suttner Wealth Management’s Portfolio IBCA Stock Details IBCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8,534
Closed -$221K – 203
2025
Q4 		$221K Buy
+8,534
New +$222K 0.03% 182

Other funds holding IBCA

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GPA
Guidance Point Advisors Wellesley, Massachusetts $474M AUM 16.74% 1-Year Est. Return

McGlone Suttner Wealth Management's IBCA Position: Q1 2026 in Review

McGlone Suttner Wealth Management sold out of iShares iBonds Dec 2035 Term Corporate ETF (IBCA) in Q1 2026, closing a stake of 8,534 shares — an estimated $221K sold.

McGlone Suttner Wealth Management first reported a position in IBCA in Q4 2025 and held it in 1 quarter. The position peaked at $221K in Q4 2025. 78 funds tracked by Wall St. Rank hold IBCA as of Q1 2026.

  • McGlone Suttner Wealth Management reported no remaining iShares iBonds Dec 2035 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 8,534 iShares iBonds Dec 2035 Term Corporate ETF shares in Q1 2026, an estimated $221K.
  • McGlone Suttner Wealth Management first reported a position in iShares iBonds Dec 2035 Term Corporate ETF in Q4 2025 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's iShares iBonds Dec 2035 Term Corporate ETF position peaked at $221K in Q4 2025.
  • 78 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q1 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.