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Kerntke Otto McGlone Wealth Management Group’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Kerntke Otto McGlone Wealth Management Group’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,151
Closed -$259K – 86
2025
Q1 		$259K Buy
10,151
+40
+0.4% +$1.02K 0.23% 67
2024
Q4 		$257K Buy
10,111
+75
+0.7% +$1.91K 0.19% 68
2024
Q3 		$257K Buy
+10,036
New +$256K 0.21% 69

Other funds holding IBMO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's IBMO Position: Q2 2025 in Review

Kerntke Otto McGlone Wealth Management Group sold out of iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) in Q2 2025, closing a stake of 10,151 shares — an estimated $259K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in IBMO in Q3 2024 and held it in 3 quarters. The position peaked at $259K in Q1 2025. 173 funds tracked by Wall St. Rank hold IBMO as of Q2 2025.

  • Kerntke Otto McGlone Wealth Management Group reported no remaining iShares iBonds Dec 2026 Term Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Kerntke Otto McGlone Wealth Management Group sold 10,151 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2025, an estimated $259K.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q3 2024 and held it in 3 quarters.
  • Kerntke Otto McGlone Wealth Management Group's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $259K in Q1 2025.
  • 173 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2025.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2025, filed 16 Jul 2025.