McGlone Suttner Wealth Management’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.31M	Buy	89,418 +2,507	+3%	+$65.4K	0.31%	38
2025 Q4	$2.27M	Buy	86,911 +1,343	+2%	+$35.2K	0.31%	35
2025 Q3	$2.24M	Buy	85,568 +1,696	+2%	+$44K	0.31%	35
2025 Q2	$2.17M	Buy	83,872 +780	+0.9%	+$19.8K	0.33%	30
2025 Q1	$2.12M	Buy	83,092 +925	+1%	+$23.4K	0.35%	31
2024 Q4	$2.06M	Buy	82,167 +2,016	+3%	+$51.6K	0.34%	32
2024 Q3	$2.12M	Buy	80,151 +11,072	+16%	+$287K	0.44%	25
2024 Q2	$1.79M	Sell	69,079 -6,024	-8%	-$151K	0.37%	27
2024 Q1	$1.91M	Buy	75,103 +6,024	+9%	+$153K	0.36%	26
2023 Q4	$1.79M	Buy	+69,079	New	+$1.69M	0.35%	27

Other funds holding IBDY

CIA

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

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

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

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

SIC

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return

EFP

Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

McGlone Suttner Wealth Management increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 2.9% in Q1 2026, buying an estimated $65.4K and bringing the position to 89,418 shares worth $2.31M. The position accounts for 0.31% of the portfolio, ranked #38.

McGlone Suttner Wealth Management first reported a position in IBDY in Q4 2023 and has held it in 10 quarters since. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

McGlone Suttner Wealth Management held 89,418 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $2.31M as of Q1 2026.
McGlone Suttner Wealth Management bought 2,507 iShares iBonds Dec 2033 Term Corporate ETF shares in Q1 2026, an estimated $65.4K.
iShares iBonds Dec 2033 Term Corporate ETF made up 0.31% of McGlone Suttner Wealth Management's portfolio in Q1 2026, its #38 holding.
McGlone Suttner Wealth Management first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

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