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Kerntke Otto McGlone Wealth Management Group’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Kerntke Otto McGlone Wealth Management Group’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.42M Buy
64,247
+13,233
+26% +$293K 0.86% 22
2026
Q1 		$1.14M Buy
51,014
+22,823
+81% +$510K 0.78% 26
2025
Q4 		$630K Buy
+28,191
New +$631K 0.45% 41

Other funds holding IBTI

B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

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

Kerntke Otto McGlone Wealth Management Group increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 26% in Q2 2026, buying an estimated $293K and bringing the position to 64,247 shares worth $1.42M. The position accounts for 0.86% of the portfolio, ranked #22.

Kerntke Otto McGlone Wealth Management Group first reported a position in IBTI in Q4 2025 and has held it in 3 quarters since. 121 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • Kerntke Otto McGlone Wealth Management Group held 64,247 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $1.42M as of Q2 2026.
  • Kerntke Otto McGlone Wealth Management Group bought 13,233 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $293K.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.86% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #22 holding.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 121 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 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.