Kerntke Otto McGlone Wealth Management Group’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$772K	Buy	35,636 +9,034	+34%	+$196K	0.47%	43
2026 Q1	$581K	Buy	+26,602	New	+$583K	0.4%	47

Other funds holding IBTJ

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

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

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

Kerntke Otto McGlone Wealth Management Group increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 34% in Q2 2026, buying an estimated $196K and bringing the position to 35,636 shares worth $772K. The position accounts for 0.47% of the portfolio, ranked #43.

Kerntke Otto McGlone Wealth Management Group first reported a position in IBTJ in Q1 2026 and has held it in 2 quarters since. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Kerntke Otto McGlone Wealth Management Group held 35,636 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $772K as of Q2 2026.
Kerntke Otto McGlone Wealth Management Group bought 9,034 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $196K.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.47% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #43 holding.
Kerntke Otto McGlone Wealth Management Group first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 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.