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McGlone Suttner Wealth Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

McGlone Suttner Wealth Management’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.16M Buy
95,260
+23,068
+32% +$530K 0.25% 47
2026
Q2 		$1.67M Buy
72,192
+6,479
+10% +$150K 0.2% 58
2026
Q1 		$1.53M Buy
65,713
+6,556
+11% +$153K 0.2% 57
2025
Q4 		$1.38M Buy
59,157
+17,735
+43% +$416K 0.19% 58
2025
Q3 		$972K Buy
41,422
+1,996
+5% +$46.6K 0.14% 75
2025
Q2 		$920K Buy
39,426
+6,601
+20% +$152K 0.14% 74
2025
Q1 		$759K Buy
32,825
+6,697
+26% +$154K 0.12% 86
2024
Q4 		$596K Buy
26,128
+5,658
+28% +$130K 0.1% 88
2024
Q3 		$481K Buy
20,470
+4,062
+25% +$94.1K 0.1% 102
2024
Q2 		$379K Sell
16,408
-397
-2% -$8.96K 0.08% 104
2024
Q1 		$383K Buy
16,805
+397
+2% +$9.06K 0.07% 114
2023
Q4 		$379K Buy
16,408
+1,728
+12% +$38.3K 0.07% 104
2023
Q3 		$321K Hold
14,680
– – 0.07% 101
2023
Q2 		$330K Buy
14,680
+1,157
+9% +$26.2K 0.08% 101
2023
Q1 		$309K Buy
+13,523
New +$306K 0.08% 103

Other funds holding IBDU

VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WMWM
Wilkins Miller Wealth Management Mobile, Alabama $177M AUM 10.51% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return

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

McGlone Suttner Wealth Management increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 32% in Q3 2026, buying an estimated $530K and bringing the position to 95,260 shares worth $2.16M. The position accounts for 0.25% of the portfolio, ranked #47.

McGlone Suttner Wealth Management first reported a position in IBDU in Q1 2023 and has held it in 15 quarters since. 35 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

  • McGlone Suttner Wealth Management held 95,260 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $2.16M as of Q3 2026.
  • McGlone Suttner Wealth Management bought 23,068 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2026, an estimated $530K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.25% of McGlone Suttner Wealth Management's portfolio in Q3 2026, its #47 holding.
  • McGlone Suttner Wealth Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2023 and has held it in 15 quarters since.
  • 35 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

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