KOMWMG
IBTE

Kerntke Otto McGlone Wealth Management Group’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Kerntke Otto McGlone Wealth Management Group’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-181,869
Closed -$4.36M – 81
2024
Q3 		$4.36M Sell
181,869
-37,692
-17% -$903K 3.64% 7
2024
Q2 		$5.27M Buy
219,561
+16,973
+8% +$406K 4.92% 6
2024
Q1 		$4.85M Sell
202,588
-112,391
-36% -$2.69M 4.77% 6
2023
Q4 		$7.52M Buy
314,979
+179,366
+132% +$4.27M 7.5% 4
2023
Q3 		$3.23M Buy
135,613
+9,152
+7% +$218K 3.33% 8
2023
Q2 		$3.01M Buy
126,461
+18,564
+17% +$443K 2.95% 13
2023
Q1 		$2.59M Buy
107,897
+27,608
+34% +$660K 2.67% 13
2022
Q4 		$1.92M Buy
80,289
+32,950
+70% +$786K 2.2% 15
2022
Q3 		$1.13M Buy
+47,339
New +$1.15M 1.71% 15

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's IBTE Position: Q4 2024 in Review

Kerntke Otto McGlone Wealth Management Group sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 181,869 shares — an estimated $4.36M sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in IBTE in Q3 2022 and held it in 9 quarters. The position peaked at $7.52M in Q4 2023. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Kerntke Otto McGlone Wealth Management Group reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Kerntke Otto McGlone Wealth Management Group sold 181,869 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $4.36M.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q3 2022 and held it in 9 quarters.
  • Kerntke Otto McGlone Wealth Management Group's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $7.52M in Q4 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q4 2024, filed 14 Feb 2025.