Kerntke Otto McGlone Wealth Management Group’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-11,290	Closed	-$274K	–	97
2026 Q1	$274K	Sell	11,290 -15,431	-58%	-$374K	0.19%	71
2025 Q4	$647K	Sell	26,721 -53	-0.2%	-$1.28K	0.46%	39
2025 Q3	$651K	Sell	26,774 -1,868	-7%	-$45.2K	0.49%	38
2025 Q2	$695K	Buy	28,642 +2,348	+9%	+$56.7K	0.55%	35
2025 Q1	$637K	Buy	26,294 +4,943	+23%	+$119K	0.56%	32
2024 Q4	$514K	Buy	21,351 +11,051	+107%	+$266K	0.38%	40
2024 Q3	$250K	Buy	+10,300	New	+$248K	0.21%	71
2023 Q1	–	Sell	-526	Closed	-$12K	–	88
2022 Q4	$12K	Buy	+526	New	+$12.2K	0.01%	94

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's IBDR Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2026, closing a stake of 11,290 shares — an estimated $274K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in IBDR in Q4 2022 and held it in 8 quarters. The position peaked at $695K in Q2 2025. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Kerntke Otto McGlone Wealth Management Group reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
Kerntke Otto McGlone Wealth Management Group sold 11,290 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $274K.
Kerntke Otto McGlone Wealth Management Group first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2022 and held it in 8 quarters.
Kerntke Otto McGlone Wealth Management Group's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $695K in Q2 2025.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.