McGlone Suttner Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

McGlone Suttner Wealth Management’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.04M	Sell	166,761 -1,817	-1%	-$44K	0.47%	25
2026 Q1	$4.09M	Buy	168,578 +6,700	+4%	+$162K	0.54%	23
2025 Q4	$3.92M	Buy	161,878 +31,937	+25%	+$774K	0.53%	21
2025 Q3	$3.16M	Buy	129,941 +2,746	+2%	+$66.5K	0.44%	24
2025 Q2	$3.08M	Buy	127,195 +14,008	+12%	+$338K	0.47%	22
2025 Q1	$2.74M	Buy	113,187 +3,366	+3%	+$81.2K	0.45%	23
2024 Q4	$2.64M	Buy	109,821 +35,665	+48%	+$860K	0.44%	23
2024 Q3	$1.8M	Buy	74,156 +18,486	+33%	+$445K	0.37%	32
2024 Q2	$1.33M	Sell	55,670 -20,968	-27%	-$498K	0.27%	38
2024 Q1	$1.83M	Buy	76,638 +20,968	+38%	+$500K	0.34%	30
2023 Q4	$1.33M	Buy	55,670 +6,849	+14%	+$161K	0.26%	38
2023 Q3	$1.14M	Buy	48,821 +8,976	+23%	+$210K	0.26%	43
2023 Q2	$935K	Buy	39,845 +15,137	+61%	+$358K	0.21%	54
2023 Q1	$586K	Buy	+24,708	New	+$582K	0.15%	63

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

McGlone Suttner Wealth Management's IBDR Position: Q2 2026 in Review

McGlone Suttner Wealth Management reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 1.1% in Q2 2026, selling an estimated $44K and leaving 166,761 shares worth $4.04M. The position accounts for 0.47% of the portfolio, ranked #25.

McGlone Suttner Wealth Management first reported a position in IBDR in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.09M in Q1 2026. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

McGlone Suttner Wealth Management held 166,761 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $4.04M as of Q2 2026.
McGlone Suttner Wealth Management sold 1,817 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $44K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.47% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #25 holding.
McGlone Suttner Wealth Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2023 and has held it in 14 quarters since.
McGlone Suttner Wealth Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $4.09M in Q1 2026.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.