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 Q3	$2.24M	Buy	91,554 +1,084	+1%	+$27.4K	0.26%	44
2026 Q2	$2.33M	Buy	90,470 +1,052	+1%	+$27.1K	0.27%	42
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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return

MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return

COWA LLC Tulsa, Oklahoma $410M AUM 17.75% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Instrumental Wealth Tampa, Florida $206M AUM 16.83% 1-Year Est. Return

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

McGlone Suttner Wealth Management increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 1.2% in Q3 2026, buying an estimated $27.4K and bringing the position to 91,554 shares worth $2.24M. The position accounts for 0.26% of the portfolio, ranked #44.

McGlone Suttner Wealth Management first reported a position in IBDY in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.33M in Q2 2026. 106 funds tracked by Wall St. Rank hold IBDY as of Q3 2026.

McGlone Suttner Wealth Management held 91,554 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $2.24M as of Q3 2026.
McGlone Suttner Wealth Management bought 1,084 iShares iBonds Dec 2033 Term Corporate ETF shares in Q3 2026, an estimated $27.4K.
iShares iBonds Dec 2033 Term Corporate ETF made up 0.26% of McGlone Suttner Wealth Management's portfolio in Q3 2026, its #44 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 12 quarters since.
McGlone Suttner Wealth Management's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $2.33M in Q2 2026.
106 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q3 2026.

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