McGlone Suttner Wealth Management
IBDS icon

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
Q3 		$3.18M Buy
131,766
+17,224
+15% +$416K 0.37% 29
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

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

McGlone Suttner Wealth Management's IBDS Position: Q3 2026 in Review

McGlone Suttner Wealth Management increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 15% in Q3 2026, buying an estimated $416K and bringing the position to 131,766 shares worth $3.18M. The position accounts for 0.37% of the portfolio, ranked #29.

McGlone Suttner Wealth Management first reported a position in IBDS in Q1 2023 and has held it in 15 quarters since. 286 funds tracked by Wall St. Rank hold IBDS as of Q3 2026.

  • McGlone Suttner Wealth Management held 131,766 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $3.18M as of Q3 2026.
  • McGlone Suttner Wealth Management bought 17,224 iShares iBonds Dec 2027 Term Corporate ETF shares in Q3 2026, an estimated $416K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.37% of McGlone Suttner Wealth Management's portfolio in Q3 2026, its #29 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 15 quarters since.
  • 286 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.