MSWM
IBDV icon

McGlone Suttner Wealth Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

McGlone Suttner Wealth Management’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.16M Buy
53,342
+7,981
+18% +$174K 0.14% 77
2026
Q1 		$993K Buy
45,361
+6,908
+18% +$152K 0.13% 80
2025
Q4 		$849K Buy
38,453
+8,199
+27% +$181K 0.11% 86
2025
Q3 		$670K Buy
30,254
+2,056
+7% +$45.3K 0.09% 96
2025
Q2 		$620K Buy
28,198
+1,527
+6% +$33.1K 0.09% 98
2025
Q1 		$579K Buy
26,671
+1,840
+7% +$39.5K 0.1% 97
2024
Q4 		$530K Buy
24,831
+4,457
+22% +$96.4K 0.09% 98
2024
Q3 		$452K Buy
20,374
+3,944
+24% +$86K 0.09% 106
2024
Q2 		$356K Sell
16,430
-424
-3% -$8.96K 0.07% 110
2024
Q1 		$361K Buy
16,854
+424
+3% +$9.07K 0.07% 117
2023
Q4 		$356K Buy
16,430
+1,837
+13% +$38K 0.07% 110
2023
Q3 		$297K Hold
14,593
– – 0.07% 106
2023
Q2 		$309K Buy
14,593
+1,236
+9% +$26.3K 0.07% 108
2023
Q1 		$288K Buy
+13,357
New +$284K 0.07% 110

Other funds holding IBDV

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

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

McGlone Suttner Wealth Management increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 18% in Q2 2026, buying an estimated $174K and bringing the position to 53,342 shares worth $1.16M. The position accounts for 0.14% of the portfolio, ranked #77.

McGlone Suttner Wealth Management first reported a position in IBDV in Q1 2023 and has held it in 14 quarters since. 153 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • McGlone Suttner Wealth Management held 53,342 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $1.16M as of Q2 2026.
  • McGlone Suttner Wealth Management bought 7,981 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $174K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.14% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #77 holding.
  • McGlone Suttner Wealth Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2023 and has held it in 14 quarters since.
  • 153 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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