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 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 $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

HPC

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's IBDR Position: Q1 2026 in Review

Kerntke Otto McGlone Wealth Management Group reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 58% in Q1 2026, selling an estimated $374K and leaving 11,290 shares worth $274K. The position accounts for 0.19% of the portfolio, ranked #71.

Kerntke Otto McGlone Wealth Management Group first reported a position in IBDR in Q4 2022 and has held it in 8 quarters since. The position peaked at $695K in Q2 2025. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

Kerntke Otto McGlone Wealth Management Group held 11,290 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $274K as of Q1 2026.
Kerntke Otto McGlone Wealth Management Group sold 15,431 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $374K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.19% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q1 2026, its #71 holding.
Kerntke Otto McGlone Wealth Management Group first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2022 and has held it in 8 quarters since.
Kerntke Otto McGlone Wealth Management Group's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $695K in Q2 2025.
439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.