MSWM
IBDQ

McGlone Suttner Wealth Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

McGlone Suttner Wealth Management’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-122,495
Closed -$3.09M – 195
2025
Q3 		$3.09M Buy
122,495
+745
+0.6% +$18.7K 0.43% 25
2025
Q2 		$3.07M Sell
121,750
-13,014
-10% -$327K 0.46% 25
2025
Q1 		$3.39M Buy
134,764
+29,546
+28% +$742K 0.56% 21
2024
Q4 		$2.64M Buy
105,218
+28,395
+37% +$711K 0.44% 24
2024
Q3 		$1.93M Buy
76,823
+18,297
+31% +$457K 0.4% 31
2024
Q2 		$1.45M Sell
58,526
-17,278
-23% -$428K 0.3% 32
2024
Q1 		$1.88M Buy
75,804
+17,278
+30% +$428K 0.35% 28
2023
Q4 		$1.45M Buy
58,526
+9,117
+18% +$223K 0.29% 32
2023
Q3 		$1.2M Buy
49,409
+9,256
+23% +$226K 0.28% 36
2023
Q2 		$979K Buy
40,153
+12,852
+47% +$315K 0.22% 52
2023
Q1 		$670K Buy
+27,301
New +$667K 0.17% 58

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

McGlone Suttner Wealth Management's IBDQ Position: Q4 2025 in Review

McGlone Suttner Wealth Management sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 122,495 shares — an estimated $3.09M sold.

McGlone Suttner Wealth Management first reported a position in IBDQ in Q1 2023 and held it in 11 quarters. The position peaked at $3.39M in Q1 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • McGlone Suttner Wealth Management reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 122,495 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $3.09M.
  • McGlone Suttner Wealth Management first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2023 and held it in 11 quarters.
  • McGlone Suttner Wealth Management's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $3.39M in Q1 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on McGlone Suttner Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.