Kerntke Otto McGlone Wealth Management Group’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.68M Buy
2025
Q2
$5.56M Sell
2025
Q1
$5.86M Sell
2024
Q4
$7.27M Buy
2024
Q3
$1.74M Buy
2024
Q2
$334K Buy
2023
Q1
Sell
2022
Q4
$22K Buy