McGlone Suttner Wealth Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

McGlone Suttner Wealth Management’s Portfolio IBDW Stock Details IBDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.53M	Buy	73,269 +4,239	+6%	+$89.5K	0.2%	56
2025 Q4	$1.46M	Buy	69,030 +5,416	+9%	+$115K	0.2%	55
2025 Q3	$1.35M	Buy	63,614 +422	+0.7%	+$8.89K	0.19%	55
2025 Q2	$1.33M	Buy	63,192 +1,302	+2%	+$26.9K	0.2%	52
2025 Q1	$1.28M	Buy	61,890 +765	+1%	+$15.7K	0.21%	52
2024 Q4	$1.24M	Buy	61,125 +3,078	+5%	+$63.6K	0.21%	51
2024 Q3	$1.23M	Buy	58,047 +26,469	+84%	+$552K	0.26%	51
2024 Q2	$656K	Sell	31,578 -24,852	-44%	-$501K	0.13%	73
2024 Q1	$1.16M	Buy	56,430 +24,852	+79%	+$508K	0.22%	53
2023 Q4	$656K	Buy	31,578 +15,385	+95%	+$303K	0.13%	73
2023 Q3	$314K	Hold	16,193	–	–	0.07%	102
2023 Q2	$328K	Buy	16,193 +2,285	+16%	+$46.6K	0.07%	102
2023 Q1	$287K	Buy	+13,908	New	+$284K	0.07%	111

Other funds holding IBDW

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

McGlone Suttner Wealth Management's IBDW Position: Q1 2026 in Review

McGlone Suttner Wealth Management increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 6.1% in Q1 2026, buying an estimated $89.5K and bringing the position to 73,269 shares worth $1.53M. The position accounts for 0.2% of the portfolio, ranked #56.

McGlone Suttner Wealth Management first reported a position in IBDW in Q1 2023 and has held it in 13 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

McGlone Suttner Wealth Management held 73,269 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $1.53M as of Q1 2026.
McGlone Suttner Wealth Management bought 4,239 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $89.5K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.2% of McGlone Suttner Wealth Management's portfolio in Q1 2026, its #56 holding.
McGlone Suttner Wealth Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2023 and has held it in 13 quarters since.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.