McGlone Suttner Wealth Management’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.25M	Buy	49,760 +334	+0.7%	+$8.42K	0.15%	71
2026 Q1	$1.25M	Buy	49,426 +2,978	+6%	+$76K	0.17%	67
2025 Q4	$1.19M	Buy	46,448 +396	+0.9%	+$10.1K	0.16%	67
2025 Q3	$1.18M	Buy	46,052 +1,052	+2%	+$26.7K	0.17%	63
2025 Q2	$1.14M	Buy	45,000 +309	+0.7%	+$7.67K	0.17%	62
2025 Q1	$1.12M	Buy	44,691 +552	+1%	+$13.7K	0.18%	63
2024 Q4	$1.08M	Buy	44,139 +1,876	+4%	+$46.9K	0.18%	60
2024 Q3	$1.09M	Buy	42,263 +20,508	+94%	+$518K	0.23%	57
2024 Q2	$549K	Sell	21,755 -19,040	-47%	-$465K	0.11%	80
2024 Q1	$1.01M	Buy	40,795 +19,040	+88%	+$472K	0.19%	61
2023 Q4	$549K	Buy	21,755 +10,305	+90%	+$246K	0.11%	80
2023 Q3	$269K	Sell	11,450 -1,063	-8%	-$25.7K	0.06%	112
2023 Q2	$308K	Buy	12,513 +1,063	+9%	+$26.3K	0.07%	109
2023 Q1	$287K	Buy	+11,450	New	+$283K	0.07%	112

Other funds holding IBDX

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

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

McGlone Suttner Wealth Management increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 0.68% in Q2 2026, buying an estimated $8.42K and bringing the position to 49,760 shares worth $1.25M. The position accounts for 0.15% of the portfolio, ranked #71.

McGlone Suttner Wealth Management first reported a position in IBDX in Q1 2023 and has held it in 14 quarters since. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

McGlone Suttner Wealth Management held 49,760 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $1.25M as of Q2 2026.
McGlone Suttner Wealth Management bought 334 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $8.42K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.15% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #71 holding.
McGlone Suttner Wealth Management first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q1 2023 and has held it in 14 quarters since.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

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