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

Kerntke Otto McGlone Wealth Management Group’s Portfolio IBTG Stock Details IBTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.61M	Sell	113,843 -48,242	-30%	-$1.1M	1.57%	11
2026 Q1	$3.71M	Sell	162,085 -82,056	-34%	-$1.88M	2.53%	8
2025 Q4	$5.58M	Sell	244,141 -3,354	-1%	-$76.8K	3.95%	4
2025 Q3	$5.68M	Buy	247,495 +4,971	+2%	+$114K	4.29%	4
2025 Q2	$5.56M	Sell	242,524 -13,046	-5%	-$298K	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%	+$1.39M	1.45%	16
2024 Q2	$334K	Buy	+14,740	New	+$333K	0.31%	52
2023 Q1	–	Sell	-985	Closed	-$22K	–	89
2022 Q4	$22K	Buy	+985	New	+$22.4K	0.03%	87

Other funds holding IBTG

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's IBTG Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 30% in Q2 2026, selling an estimated $1.1M and leaving 113,843 shares worth $2.61M. The position accounts for 1.57% of the portfolio, ranked #11.

Kerntke Otto McGlone Wealth Management Group first reported a position in IBTG in Q4 2022 and has held it in 10 quarters since. The position peaked at $7.27M in Q4 2024. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Kerntke Otto McGlone Wealth Management Group held 113,843 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $2.61M as of Q2 2026.
Kerntke Otto McGlone Wealth Management Group sold 48,242 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $1.1M.
iShares iBonds Dec 2026 Term Treasury ETF made up 1.57% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #11 holding.
Kerntke Otto McGlone Wealth Management Group first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2022 and has held it in 10 quarters since.
Kerntke Otto McGlone Wealth Management Group's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $7.27M in Q4 2024.
317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.