McGlone Suttner Wealth Management
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McGlone Suttner Wealth Management’s iShares iBonds Dec 2036 Term Corporate ETF IBCB Stock Holding History

McGlone Suttner Wealth Management’s Portfolio IBCB Stock Details IBCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$292K Buy
+12,336
New +$302K 0.03% 164

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Arrow Financial
Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return
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Paradigm Strategies in Wealth Management
Paradigm Strategies in Wealth Management Maple Grove, Minnesota $156M AUM 12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Michael S. Ryan Inc
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Adirondack Trust Company
Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return
Koesten Hirschmann & Crabtree
Koesten Hirschmann & Crabtree Overland Park, Kansas $239M AUM 16.25% 1-Year Est. Return

McGlone Suttner Wealth Management's IBCB Position: Q3 2026 in Review

McGlone Suttner Wealth Management opened a new position in iShares iBonds Dec 2036 Term Corporate ETF (IBCB) in Q3 2026: 12,336 shares worth $292K. The stake represents 0.03% of the portfolio and ranks #164 among its holdings.

18 funds tracked by Wall St. Rank hold IBCB as of Q3 2026.

  • McGlone Suttner Wealth Management held 12,336 shares of iShares iBonds Dec 2036 Term Corporate ETF worth $292K as of Q3 2026.
  • iShares iBonds Dec 2036 Term Corporate ETF was a new McGlone Suttner Wealth Management position in Q3 2026.
  • iShares iBonds Dec 2036 Term Corporate ETF made up 0.03% of McGlone Suttner Wealth Management's portfolio in Q3 2026, its #164 holding.
  • 18 funds tracked by Wall St. Rank held iShares iBonds Dec 2036 Term Corporate ETF as of Q3 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.