McGlone Suttner Wealth Management, Inc. IBDZ — ISHARES TR

Ownership history in McGlone Suttner Wealth Management, Inc.  ·  9 quarters on record

AI Ownership Summary

McGlone Suttner Wealth Management, Inc. reported ISHARES TR (IBDZ) in 9 quarterly 13F filings from 2024 Q3 through 2026 Q3. Peak portfolio weight reached 0.08% in 2024 Q3. The latest visible filing shows IBDZ at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IBDZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was McGlone Suttner Wealth Management, Inc.'s position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

IBDZ was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IBDZ stock page McGlone Suttner Wealth Management, Inc. fund profile McGlone Suttner Wealth Management, Inc. full holdings
How McGlone Suttner Wealth Management, Inc. held IBDZ — position size vs. price
% of Fund (quarterly)    IBDZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 20,094 +228 +1.1% 0.06% $495K 2026-10-13 $24.71
2026 Q2 ADDED — — — 19,866 +215 +1.1% 0.06% $518K 2026-07-21 $25.36
2026 Q1 ADDED — — — 19,651 +2,514 +14.7% 0.07% $512K 2026-04-21 $25.55
2025 Q4 ADDED — — — 17,137 +252 +1.5% 0.06% $452K 2026-01-15 $25.48
2025 Q3 ADDED — — — 16,885 +191 +1.1% 0.06% $447K 2025-10-20 $25.38
2025 Q2 REDUCED 7.5% +2.9% ❌ 16,694 -1,360 -7.5% 0.07% $436K 2025-07-14 $24.27
2025 Q1 ADDED — — — 18,054 +1,726 +10.6% 0.08% $466K 2025-04-29 $23.97
2024 Q4 ADDED — — — 16,328 +1,776 +12.2% 0.07% $416K 2025-01-21 $23.32
2024 Q3 INITIATED — — — 14,552 — — 0.08% $389K 2024-10-10 $23.74

🏢 Other funds also holding IBDZ

As of 2026 Q3 — sorted by position size

Sarver Vrooman Wealth Advisors 24.91% MB, LEVIS & ASSOCIATES, LLC 4.58% Guidance Point Advisors, LLC 3Y 7Y 1.61% Paradigm, Strategies in Wealth Management, LLC 3Y 1.58% Marathon Mission, Inc. 3Y 1.28% Koesten, Hirschmann & Crabtree, INC. 3Y 0.18% Greater Midwest Financial Group, LLC 0.17% Krilogy Financial LLC 3Y 7Y 0.15% Wilkins Miller Wealth Management, LLC 0.12% Montecito Bank & Trust 3Y 7Y 0.11%

FAQ About McGlone Suttner Wealth Management, Inc. and IBDZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has McGlone Suttner Wealth Management, Inc. reported owning IBDZ?

McGlone Suttner Wealth Management, Inc. reported IBDZ across 9 quarterly 13F filings, from 2024 Q3 through 2026 Q3.

What was the largest reported IBDZ position in McGlone Suttner Wealth Management, Inc.'s portfolio?

The largest reported portfolio weight for IBDZ was 0.08% in 2024 Q3.

What is the latest reported IBDZ position on this page?

The most recent filing on this page is 2026 Q3, when McGlone Suttner Wealth Management, Inc. reported 20,094 shares, equal to 0.06% of portfolio, with an estimated market value of $495K.

What does the chart on this IBDZ ownership page compare?

The chart compares McGlone Suttner Wealth Management, Inc.'s quarterly IBDZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did McGlone Suttner Wealth Management, Inc. time their IBDZ position?

Based on 13F filing dates vs. subsequent IBDZ price moves, McGlone Suttner Wealth Management, Inc. correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on IBDZ relative to SPY over the holding period was +159.9%.

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