KOMWMG
Kerntke Otto McGlone Wealth Management Group’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.95M | Sell |
126,103
-54,717
| -30% | -$1.28M | 2.33% | 10 |
|
|
2025
Q1 | $4.23M | Sell |
180,820
-120,288
| -40% | -$2.81M | 3.69% | 6 |
|
|
2024
Q4 | $7.02M | Buy |
301,108
+77,591
| +35% | +$1.81M | 5.18% | 6 |
|
|
2024
Q3 | $5.23M | Buy |
223,517
+39,598
| +22% | +$927K | 4.36% | 6 |
|
|
2024
Q2 | $4.27M | Buy |
183,919
+28,281
| +18% | +$657K | 3.99% | 7 |
|
|
2024
Q1 | $3.62M | Sell |
155,638
-30,442
| -16% | -$707K | 3.56% | 8 |
|
|
2023
Q4 | $4.33M | Buy |
186,080
+115,832
| +165% | +$2.7M | 4.32% | 6 |
|
|
2023
Q3 | $1.62M | Buy |
70,248
+4,117
| +6% | +$95K | 1.67% | 16 |
|
|
2023
Q2 | $1.53M | Buy |
66,131
+5,717
| +9% | +$132K | 1.5% | 18 |
|
|
2023
Q1 | $1.42M | Buy |
60,414
+7,131
| +13% | +$168K | 1.46% | 18 |
|
|
2022
Q4 | $1.24M | Buy |
53,283
+10,837
| +26% | +$252K | 1.43% | 17 |
|
|
2022
Q3 | $988K | Buy |
+42,446
| New | +$988K | 1.49% | 18 |
|