MSWM
IBDP

McGlone Suttner Wealth Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

McGlone Suttner Wealth Management’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-88,264
Closed -$2.23M – 188
2024
Q3 		$2.23M Buy
88,264
+6,311
+8% +$159K 0.46% 22
2024
Q2 		$2.04M Sell
81,953
-9,088
-10% -$228K 0.42% 23
2024
Q1 		$2.28M Buy
91,041
+9,088
+11% +$227K 0.43% 23
2023
Q4 		$2.04M Buy
81,953
+3,000
+4% +$74.4K 0.4% 23
2023
Q3 		$1.95M Buy
78,953
+15,573
+25% +$384K 0.45% 22
2023
Q2 		$1.56M Buy
63,380
+17,126
+37% +$421K 0.36% 30
2023
Q1 		$1.14M Buy
46,254
+21,181
+84% +$520K 0.29% 39
2022
Q4 		$612K Buy
+25,073
New +$611K 0.19% 60

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

McGlone Suttner Wealth Management's IBDP Position: Q4 2024 in Review

McGlone Suttner Wealth Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 88,264 shares — an estimated $2.23M sold.

McGlone Suttner Wealth Management first reported a position in IBDP in Q4 2022 and held it in 8 quarters. The position peaked at $2.28M in Q1 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • McGlone Suttner Wealth Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 88,264 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $2.23M.
  • McGlone Suttner Wealth Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2022 and held it in 8 quarters.
  • McGlone Suttner Wealth Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $2.28M in Q1 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.