KOMWMG
IBMM

Kerntke Otto McGlone Wealth Management Group’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Kerntke Otto McGlone Wealth Management Group’s Portfolio IBMM Stock Details IBMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-11,716
Closed -$305K – 82
2024
Q2 		$305K Buy
11,716
+56
+0.5% +$1.46K 0.29% 56
2024
Q1 		$303K Buy
11,660
+1,383
+13% +$35.9K 0.3% 54
2023
Q4 		$267K Buy
+10,277
New +$265K 0.27% 55

Other funds holding IBMM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's IBMM Position: Q3 2024 in Review

Kerntke Otto McGlone Wealth Management Group sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q3 2024, closing a stake of 11,716 shares — an estimated $305K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in IBMM in Q4 2023 and held it in 3 quarters. The position peaked at $305K in Q2 2024. 156 funds tracked by Wall St. Rank hold IBMM as of Q3 2024.

  • Kerntke Otto McGlone Wealth Management Group reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Kerntke Otto McGlone Wealth Management Group sold 11,716 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q3 2024, an estimated $305K.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2023 and held it in 3 quarters.
  • Kerntke Otto McGlone Wealth Management Group's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $305K in Q2 2024.
  • 156 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q3 2024.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q3 2024, filed 12 Nov 2024.