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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
Q2 		$1.64M Buy
78,607
+5,338
+7% +$111K 0.19% 60
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 $14.6B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

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

McGlone Suttner Wealth Management increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 7.3% in Q2 2026, buying an estimated $111K and bringing the position to 78,607 shares worth $1.64M. The position accounts for 0.19% of the portfolio, ranked #60.

McGlone Suttner Wealth Management first reported a position in IBDW in Q1 2023 and has held it in 14 quarters since. 291 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • McGlone Suttner Wealth Management held 78,607 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $1.64M as of Q2 2026.
  • McGlone Suttner Wealth Management bought 5,338 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $111K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.19% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #60 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 14 quarters since.
  • 291 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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