KOMWMG
Kerntke Otto McGlone Wealth Management Group’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352K | Sell |
13,978
-11,551
| -45% | -$291K | 0.28% | 55 |
|
|
2025
Q1 | $642K | Buy |
25,529
+4,383
| +21% | +$110K | 0.56% | 30 |
|
|
2024
Q4 | $530K | Buy |
21,146
+7,108
| +51% | +$178K | 0.39% | 38 |
|
|
2024
Q3 | $352K | Buy |
+14,038
| New | +$352K | 0.29% | 52 |
|
|
2023
Q1 | – | Sell |
-3,227
| Closed | -$78K | – | 87 |
|
|
2022
Q4 | $78K | Buy |
+3,227
| New | +$78K | 0.09% | 72 |
|