Kerntke Otto McGlone Wealth Management Group’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$888K	Buy	35,173 +8,321	+31%	+$210K	0.54%	38
2026 Q1	$680K	Buy	26,852 +9,248	+53%	+$235K	0.46%	43
2025 Q4	$448K	Buy	17,604 +8,978	+104%	+$229K	0.32%	51
2025 Q3	$220K	Buy	8,626 +92	+1%	+$2.34K	0.17%	79
2025 Q2	$217K	Buy	+8,534	New	+$215K	0.17%	81

Other funds holding IBDT

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

CIA

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

HPC

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

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

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

Kerntke Otto McGlone Wealth Management Group increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 31% in Q2 2026, buying an estimated $210K and bringing the position to 35,173 shares worth $888K. The position accounts for 0.54% of the portfolio, ranked #38.

Kerntke Otto McGlone Wealth Management Group first reported a position in IBDT in Q2 2025 and has held it in 5 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Kerntke Otto McGlone Wealth Management Group held 35,173 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $888K as of Q2 2026.
Kerntke Otto McGlone Wealth Management Group bought 8,321 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $210K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.54% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #38 holding.
Kerntke Otto McGlone Wealth Management Group first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 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.