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 Q3	$495K	Buy	20,094 +228	+1%	+$5.81K	0.06%	128
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

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

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 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

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

Nestegg Advisors Hauppauge, New York $152M AUM 11.83% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

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

McGlone Suttner Wealth Management increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 1.1% in Q3 2026, buying an estimated $5.81K and bringing the position to 20,094 shares worth $495K. The position accounts for 0.06% of the portfolio, ranked #128.

McGlone Suttner Wealth Management first reported a position in IBDZ in Q3 2024 and has held it in 9 quarters since. The position peaked at $518K in Q2 2026. 75 funds tracked by Wall St. Rank hold IBDZ as of Q3 2026.

McGlone Suttner Wealth Management held 20,094 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $495K as of Q3 2026.
McGlone Suttner Wealth Management bought 228 iShares iBonds Dec 2034 Term Corporate ETF shares in Q3 2026, an estimated $5.81K.
iShares iBonds Dec 2034 Term Corporate ETF made up 0.06% of McGlone Suttner Wealth Management's portfolio in Q3 2026, its #128 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 9 quarters since.
McGlone Suttner Wealth Management's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $518K in Q2 2026.
75 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q3 2026.

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