KOMWMG
Kerntke Otto McGlone Wealth Management Group’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $695K | Buy |
28,642
+2,348
| +9% | +$56.9K | 0.55% | 35 |
|
|
2025
Q1 | $637K | Buy |
26,294
+4,943
| +23% | +$120K | 0.56% | 32 |
|
|
2024
Q4 | $514K | Buy |
21,351
+11,051
| +107% | +$266K | 0.38% | 40 |
|
|
2024
Q3 | $250K | Buy |
+10,300
| New | +$250K | 0.21% | 71 |
|
|
2023
Q1 | – | Sell |
-526
| Closed | -$12K | – | 88 |
|
|
2022
Q4 | $12K | Buy |
+526
| New | +$12K | 0.01% | 94 |
|