KOMWMG
IBTF

Kerntke Otto McGlone Wealth Management Group’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Kerntke Otto McGlone Wealth Management Group’s Portfolio IBTF Stock Details IBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-118,902
Closed -$2.78M – 89
2025
Q3 		$2.78M Sell
118,902
-7,201
-6% -$168K 2.1% 13
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% +$923K 4.36% 6
2024
Q2 		$4.27M Buy
183,919
+28,281
+18% +$655K 3.99% 7
2024
Q1 		$3.62M Sell
155,638
-30,442
-16% -$708K 3.56% 8
2023
Q4 		$4.33M Buy
186,080
+115,832
+165% +$2.68M 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% +$134K 1.5% 18
2023
Q1 		$1.42M Buy
60,414
+7,131
+13% +$167K 1.46% 18
2022
Q4 		$1.24M Buy
53,283
+10,837
+26% +$252K 1.43% 17
2022
Q3 		$988K Buy
+42,446
New +$1.01M 1.49% 18

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's IBTF Position: Q4 2025 in Review

Kerntke Otto McGlone Wealth Management Group sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 118,902 shares — an estimated $2.78M sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in IBTF in Q3 2022 and held it in 13 quarters. The position peaked at $7.02M in Q4 2024. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Kerntke Otto McGlone Wealth Management Group reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Kerntke Otto McGlone Wealth Management Group sold 118,902 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $2.78M.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2022 and held it in 13 quarters.
  • Kerntke Otto McGlone Wealth Management Group's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $7.02M in Q4 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q4 2025, filed 23 Jan 2026.