McGlone Suttner Wealth Management
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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
Q3 		$1.61M Buy
80,149
+1,542
+2% +$31.7K 0.19% 60
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

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Sarver Vrooman Wealth Advisors
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
Woodmont Investment Counsel
Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return
Sound View Wealth Advisors Group
Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

McGlone Suttner Wealth Management increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 2% in Q3 2026, buying an estimated $31.7K and bringing the position to 80,149 shares worth $1.61M. 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 15 quarters since. The position peaked at $1.64M in Q2 2026. 219 funds tracked by Wall St. Rank hold IBDW as of Q3 2026.

  • McGlone Suttner Wealth Management held 80,149 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $1.61M as of Q3 2026.
  • McGlone Suttner Wealth Management bought 1,542 iShares iBonds Dec 2031 Term Corporate ETF shares in Q3 2026, an estimated $31.7K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.19% of McGlone Suttner Wealth Management's portfolio in Q3 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 15 quarters since.
  • McGlone Suttner Wealth Management's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $1.64M in Q2 2026.
  • 219 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q3 2026.

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