MSWM
IBDO

McGlone Suttner Wealth Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

McGlone Suttner Wealth Management’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-43,942
Closed -$1.11M – 847
2023
Q3 		$1.11M Buy
43,942
+68
+0.2% +$1.72K 0.26% 45
2023
Q2 		$1.11M Buy
43,874
+9,026
+26% +$228K 0.25% 46
2023
Q1 		$878K Buy
34,848
+11,682
+50% +$293K 0.23% 48
2022
Q4 		$580K Buy
+23,166
New +$578K 0.18% 62

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

McGlone Suttner Wealth Management's IBDO Position: Q4 2023 in Review

McGlone Suttner Wealth Management sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 43,942 shares — an estimated $1.11M sold.

McGlone Suttner Wealth Management first reported a position in IBDO in Q4 2022 and held it in 4 quarters. The position peaked at $1.11M in Q3 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • McGlone Suttner Wealth Management reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 43,942 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $1.11M.
  • McGlone Suttner Wealth Management first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2022 and held it in 4 quarters.
  • McGlone Suttner Wealth Management's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $1.11M in Q3 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on McGlone Suttner Wealth Management's 13F filing for Q4 2023, filed 18 Jan 2024.