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
Quarter Market Value Status Shares Shares
Change % 		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 +$267K 0.27% 55