KOMWMG
Kerntke Otto McGlone Wealth Management Group’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.56M | Sell |
242,524
-13,046
| -5% | -$299K | 4.41% | 4 |
|
|
2025
Q1 | $5.86M | Sell |
255,570
-63,279
| -20% | -$1.45M | 5.12% | 4 |
|
|
2024
Q4 | $7.27M | Buy |
318,849
+243,242
| +322% | +$5.55M | 5.37% | 5 |
|
|
2024
Q3 | $1.74M | Buy |
75,607
+60,867
| +413% | +$1.4M | 1.45% | 16 |
|
|
2024
Q2 | $334K | Buy |
+14,740
| New | +$334K | 0.31% | 52 |
|
|
2023
Q1 | – | Sell |
-985
| Closed | -$22K | – | 89 |
|
|
2022
Q4 | $22K | Buy |
+985
| New | +$22K | 0.03% | 87 |
|