MSWM
IBDZ

McGlone Suttner Wealth Management’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

McGlone Suttner Wealth Management’s Portfolio IBDZ Stock Details IBDZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$518K Buy
19,866
+215
+1% +$5.6K 0.06% 129
2026
Q1 		$512K Buy
19,651
+2,514
+15% +$66.2K 0.07% 121
2025
Q4 		$452K Buy
17,137
+252
+1% +$6.67K 0.06% 125
2025
Q3 		$447K Buy
16,885
+191
+1% +$5K 0.06% 127
2025
Q2 		$436K Sell
16,694
-1,360
-8% -$34.8K 0.07% 126
2025
Q1 		$466K Buy
18,054
+1,726
+11% +$44.1K 0.08% 121
2024
Q4 		$416K Buy
16,328
+1,776
+12% +$46K 0.07% 117
2024
Q3 		$389K Buy
+14,552
New +$381K 0.08% 119

Other funds holding IBDZ

SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
SL
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
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return
NA
Nestegg Advisors Hauppauge, New York $141M AUM 20.49% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

McGlone Suttner Wealth Management increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 1.1% in Q2 2026, buying an estimated $5.6K and bringing the position to 19,866 shares worth $518K. The position accounts for 0.06% of the portfolio, ranked #129.

McGlone Suttner Wealth Management first reported a position in IBDZ in Q3 2024 and has held it in 8 quarters since. 47 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • McGlone Suttner Wealth Management held 19,866 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $518K as of Q2 2026.
  • McGlone Suttner Wealth Management bought 215 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $5.6K.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 0.06% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #129 holding.
  • McGlone Suttner Wealth Management first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
  • 47 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

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