Kerntke Otto McGlone Wealth Management Group’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Kerntke Otto McGlone Wealth Management Group’s Portfolio IBDP Stock Details IBDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-17,651	Closed	-$444K	–	81
2024 Q2	$444K	Buy	17,651 +178	+1%	+$4.46K	0.41%	38
2024 Q1	$438K	Sell	17,473 -718	-4%	-$17.9K	0.43%	39
2023 Q4	$453K	Buy	18,191 +7,871	+76%	+$195K	0.45%	38
2023 Q3	$255K	Buy	10,320 +872	+9%	+$21.5K	0.26%	54
2023 Q2	$233K	Buy	9,448 +69	+0.7%	+$1.7K	0.23%	58
2023 Q1	$231K	Buy	9,379 +444	+5%	+$10.9K	0.24%	58
2022 Q4	$218K	Buy	+8,935	New	+$218K	0.25%	58

Other funds holding IBDP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's IBDP Position: Q3 2024 in Review

Kerntke Otto McGlone Wealth Management Group sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q3 2024, closing a stake of 17,651 shares — an estimated $444K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in IBDP in Q4 2022 and held it in 7 quarters. The position peaked at $453K in Q4 2023. 333 funds tracked by Wall St. Rank hold IBDP as of Q3 2024.

Kerntke Otto McGlone Wealth Management Group reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q3 2024 after selling out during the quarter.
Kerntke Otto McGlone Wealth Management Group sold 17,651 iShares iBonds Dec 2024 Term Corporate ETF shares in Q3 2024, an estimated $444K.
Kerntke Otto McGlone Wealth Management Group first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2022 and held it in 7 quarters.
Kerntke Otto McGlone Wealth Management Group's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $453K in Q4 2023.
333 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q3 2024.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q3 2024, filed 12 Nov 2024.