McGlone Suttner Wealth Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.77M	Buy	114,542 +10,176	+10%	+$246K	0.33%	35
2026 Q1	$2.53M	Buy	104,366 +7,442	+8%	+$181K	0.34%	34
2025 Q4	$2.35M	Buy	96,924 +13,794	+17%	+$335K	0.32%	33
2025 Q3	$2.02M	Buy	83,130 +2,283	+3%	+$55.4K	0.28%	37
2025 Q2	$1.96M	Buy	80,847 +12,522	+18%	+$302K	0.3%	36
2025 Q1	$1.65M	Sell	68,325 -935	-1%	-$22.5K	0.27%	39
2024 Q4	$1.66M	Buy	69,260 +24,766	+56%	+$596K	0.28%	43
2024 Q3	$1.08M	Buy	44,494 +6,654	+18%	+$160K	0.23%	58
2024 Q2	$906K	Sell	37,840 -10,794	-22%	-$255K	0.19%	60
2024 Q1	$1.16M	Buy	48,634 +10,794	+29%	+$257K	0.22%	52
2023 Q4	$906K	Buy	37,840 +6,635	+21%	+$155K	0.18%	60
2023 Q3	$722K	Buy	31,205 +5,270	+20%	+$123K	0.17%	62
2023 Q2	$609K	Buy	25,935 +9,714	+60%	+$230K	0.14%	69
2023 Q1	$386K	Buy	+16,221	New	+$383K	0.1%	85

Other funds holding IBDS

HPC

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

GWA

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

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

McGlone Suttner Wealth Management increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 9.8% in Q2 2026, buying an estimated $246K and bringing the position to 114,542 shares worth $2.77M. The position accounts for 0.33% of the portfolio, ranked #35.

McGlone Suttner Wealth Management first reported a position in IBDS in Q1 2023 and has held it in 14 quarters since. 175 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

McGlone Suttner Wealth Management held 114,542 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $2.77M as of Q2 2026.
McGlone Suttner Wealth Management bought 10,176 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $246K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.33% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #35 holding.
McGlone Suttner Wealth Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2023 and has held it in 14 quarters since.
175 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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