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
2025 Q3	$651K	Sell
2025 Q2	$695K	Buy
2025 Q1	$637K	Buy
2024 Q4	$514K	Buy
2024 Q3	$250K	Buy
2023 Q1	–	Sell
2022 Q4	$12K	Buy