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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
Quarter Market Value Status Shares Shares
Change % 		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 +$257K 0.21% 69