KOMWMG
IBTD

Kerntke Otto McGlone Wealth Management Group’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Kerntke Otto McGlone Wealth Management Group’s Portfolio IBTD Stock Details IBTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-470,100
Closed -$11.7M – 67
2023
Q3 		$11.7M Buy
470,100
+8,886
+2% +$221K 12.03% 1
2023
Q2 		$11.4M Buy
461,214
+33,560
+8% +$833K 11.2% 1
2023
Q1 		$10.6M Buy
427,654
+48,594
+13% +$1.21M 10.91% 1
2022
Q4 		$9.36M Buy
+379,060
New +$9.36M 10.77% 1