Kerntke Otto McGlone Wealth Management Group’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-13,359	Closed	-$337K	–	88
2025 Q3	$337K	Sell	13,359 -619	-4%	-$15.6K	0.25%	55
2025 Q2	$352K	Sell	13,978 -11,551	-45%	-$290K	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	+$350K	0.29%	52
2023 Q1	–	Sell	-3,227	Closed	-$78K	–	87
2022 Q4	$78K	Buy	+3,227	New	+$78.2K	0.09%	72

Other funds holding IBDQ

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 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 IBDQ Position: Q4 2025 in Review

Kerntke Otto McGlone Wealth Management Group sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 13,359 shares — an estimated $337K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in IBDQ in Q4 2022 and held it in 6 quarters. The position peaked at $642K in Q1 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

Kerntke Otto McGlone Wealth Management Group reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
Kerntke Otto McGlone Wealth Management Group sold 13,359 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $337K.
Kerntke Otto McGlone Wealth Management Group first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2022 and held it in 6 quarters.
Kerntke Otto McGlone Wealth Management Group's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $642K in Q1 2025.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q4 2025, filed 23 Jan 2026.