KOMWMG
IBDO

Kerntke Otto McGlone Wealth Management Group’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Kerntke Otto McGlone Wealth Management Group’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-8,398
Closed -$213K – 66
2023
Q3 		$213K Buy
+8,398
New +$212K 0.22% 59
2023
Q1 		– Sell
-5,790
Closed -$145K – 131
2022
Q4 		$145K Buy
+5,790
New +$145K 0.17% 67

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's IBDO Position: Q4 2023 in Review

Kerntke Otto McGlone Wealth Management Group sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 8,398 shares — an estimated $213K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in IBDO in Q4 2022 and held it in 2 quarters. The position peaked at $213K in Q3 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • Kerntke Otto McGlone Wealth Management Group reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • Kerntke Otto McGlone Wealth Management Group sold 8,398 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $213K.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2022 and held it in 2 quarters.
  • Kerntke Otto McGlone Wealth Management Group's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $213K in Q3 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.