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 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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 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

CAI

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

SIC

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

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

McGlone Suttner Wealth Management increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 1.2% in Q2 2026, buying an estimated $27.1K and bringing the position to 90,470 shares worth $2.33M. The position accounts for 0.27% of the portfolio, ranked #42.

McGlone Suttner Wealth Management first reported a position in IBDY in Q4 2023 and has held it in 11 quarters since. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

McGlone Suttner Wealth Management held 90,470 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $2.33M as of Q2 2026.
McGlone Suttner Wealth Management bought 1,052 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $27.1K.
iShares iBonds Dec 2033 Term Corporate ETF made up 0.27% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #42 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 11 quarters since.
168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

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