Kerntke Otto McGlone Wealth Management Group’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.3M	Buy	102,696 +16,950	+20%	+$379K	1.39%	14
2026 Q1	$1.92M	Buy	85,746 +10,223	+14%	+$230K	1.31%	16
2025 Q4	$1.7M	Buy	75,523 +14,861	+24%	+$334K	1.2%	17
2025 Q3	$1.37M	Buy	60,662 +2,181	+4%	+$49K	1.03%	20
2025 Q2	$1.32M	Buy	58,481 +22,841	+64%	+$512K	1.04%	18
2025 Q1	$799K	Buy	35,640 +10,819	+44%	+$241K	0.7%	27
2024 Q4	$551K	Buy	+24,821	New	+$553K	0.41%	36

Other funds holding IBTH

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

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Kerntke Otto McGlone Wealth Management Group increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 20% in Q2 2026, buying an estimated $379K and bringing the position to 102,696 shares worth $2.3M. The position accounts for 1.39% of the portfolio, ranked #14.

Kerntke Otto McGlone Wealth Management Group first reported a position in IBTH in Q4 2024 and has held it in 7 quarters since. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

Kerntke Otto McGlone Wealth Management Group held 102,696 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $2.3M as of Q2 2026.
Kerntke Otto McGlone Wealth Management Group bought 16,950 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $379K.
iShares iBonds Dec 2027 Term Treasury ETF made up 1.39% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #14 holding.
Kerntke Otto McGlone Wealth Management Group first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 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.