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 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

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

HPC

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

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

McGlone Suttner Wealth Management increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 9.9% in Q2 2026, buying an estimated $150K and bringing the position to 72,192 shares worth $1.67M. The position accounts for 0.2% of the portfolio, ranked #58.

McGlone Suttner Wealth Management first reported a position in IBDU in Q1 2023 and has held it in 14 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

McGlone Suttner Wealth Management held 72,192 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $1.67M as of Q2 2026.
McGlone Suttner Wealth Management bought 6,479 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $150K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.2% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #58 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 14 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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