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Ishares Ibonds Dec 2027 Term T shares owned by Kerntke Otto McGlone Wealth Management Group

Quarter-by-quarter ownership of Ishares Ibonds Dec 2027 Term T (IBTH) shares owned by Kerntke Otto McGlone Wealth Management Group from 13F filings

Historical chart of Kerntke Otto McGlone Wealth Management Group investment in Ishares Ibonds Dec 2027 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2027 Term T held by Kerntke Otto McGlone Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ibonds Dec 2027 Term T by Kerntke Otto McGlone Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 61k 22.52
2025-06-30 $1.3M 59k 22.49
2025-03-31 $799k 36k 22.42
2024-12-31 $551k 25k 22.20

More positions owned by Kerntke Otto McGlone Wealth Management Group

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Covington Trust Fundamental Smal (FFSM)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Proshares Tr S&p Mdcp 400 Div (REGL)
Ishares Tr Core High Dv Etf (HDV)
Wheaton Precious Metals Corp (WPM)
Microsoft Corporation (MSFT)
Sprott Asset Management Physical Gold Tr (PHYS)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Kerntke Otto McGlone Wealth Management Group

Top funds holding Ishares Ibonds Dec 2027 Term T

Hm Payson & Co
Morgan Stanley
GLOBALT Investments LLC / GA
TRUE Private Wealth Advisors
Wells Fargo & Company
Envestnet Asset Management
Goss Wealth Management
LPL Financial
Colony
Raymond James Financial
Obsidian Personal Planning Solutions
Kovitz Investment Group Partners
UBS Group
Integrated Wealth Concepts
Mercer Global Advisors

View all funds holding Ishares Ibonds Dec 2027 Term T