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 Q3	$1.24M	Buy	58,857 +5,515	+10%	+$119K	0.14%	73
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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

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

McGlone Suttner Wealth Management increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 10% in Q3 2026, buying an estimated $119K and bringing the position to 58,857 shares worth $1.24M. The position accounts for 0.14% of the portfolio, ranked #73.

McGlone Suttner Wealth Management first reported a position in IBDV in Q1 2023 and has held it in 15 quarters since. 261 funds tracked by Wall St. Rank hold IBDV as of Q3 2026.

McGlone Suttner Wealth Management held 58,857 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $1.24M as of Q3 2026.
McGlone Suttner Wealth Management bought 5,515 iShares iBonds Dec 2030 Term Corporate ETF shares in Q3 2026, an estimated $119K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.14% of McGlone Suttner Wealth Management's portfolio in Q3 2026, its #73 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 15 quarters since.
261 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q3 2026.

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