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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$501K Buy
20,663
+4,970
+32% +$121K 0.4% 44
2025
Q1 		$379K Buy
15,693
+2,385
+18% +$57.7K 0.33% 49
2024
Q4 		$319K Buy
+13,308
New +$319K 0.24% 57