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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
Q3 		$1.28M Buy
53,229
+3,469
+7% +$85.8K 0.15% 71
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

KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return
WMWM
Wilkins Miller Wealth Management Mobile, Alabama $177M AUM 10.51% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

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

McGlone Suttner Wealth Management increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 7% in Q3 2026, buying an estimated $85.8K and bringing the position to 53,229 shares worth $1.28M. 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 15 quarters since. 24 funds tracked by Wall St. Rank hold IBDX as of Q3 2026.

  • McGlone Suttner Wealth Management held 53,229 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $1.28M as of Q3 2026.
  • McGlone Suttner Wealth Management bought 3,469 iShares iBonds Dec 2032 Term Corporate ETF shares in Q3 2026, an estimated $85.8K.
  • iShares iBonds Dec 2032 Term Corporate ETF made up 0.15% of McGlone Suttner Wealth Management's portfolio in Q3 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 15 quarters since.
  • 24 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q3 2026.

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