Kerntke Otto McGlone Wealth Management Group’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$908K	Buy	37,506 +4,017	+12%	+$97.2K	0.55%	37
2026 Q1	$812K	Buy	33,489 +6,096	+22%	+$148K	0.55%	34
2025 Q4	$665K	Buy	27,393 +6,511	+31%	+$158K	0.47%	38
2025 Q3	$508K	Buy	20,882 +219	+1%	+$5.31K	0.38%	44
2025 Q2	$501K	Buy	20,663 +4,970	+32%	+$120K	0.4%	44
2025 Q1	$379K	Buy	15,693 +2,385	+18%	+$57.4K	0.33%	49
2024 Q4	$319K	Buy	+13,308	New	+$320K	0.24%	57

Other funds holding IBDS

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

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

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

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

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

Kerntke Otto McGlone Wealth Management Group increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 12% in Q2 2026, buying an estimated $97.2K and bringing the position to 37,506 shares worth $908K. The position accounts for 0.55% of the portfolio, ranked #37.

Kerntke Otto McGlone Wealth Management Group first reported a position in IBDS in Q4 2024 and has held it in 7 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Kerntke Otto McGlone Wealth Management Group held 37,506 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $908K as of Q2 2026.
Kerntke Otto McGlone Wealth Management Group bought 4,017 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $97.2K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.55% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #37 holding.
Kerntke Otto McGlone Wealth Management Group first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 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.