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Ishares Ibonds Dec 2028 Term T shares owned by Kerntke Otto McGlone Wealth Management Group

Quarter-by-quarter ownership of Ishares Ibonds Dec 2028 Term T (IBTI) 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 2028 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2028 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 2028 Term T by Kerntke Otto McGlone Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $631k 28k 22.37

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)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Sprott Asset Management Physical Gold Tr (PHYS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Proshares Tr S&p Mdcp 400 Div (REGL)
Ishares Tr Core High Dv Etf (HDV)
Wheaton Precious Metals Corp (WPM)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr State Street Uti (XLU)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Kerntke Otto McGlone Wealth Management Group

Top funds holding Ishares Ibonds Dec 2028 Term T

Colony
Wells Fargo & Company
Raymond James Financial
Brookstone Capital Management
Asset Advisors Investment Management
Mercer Global Advisors
UBS Group
Financial Advisory Corp
Stratos Wealth Partners
Atwood & Palmer
Horizon Advisory Services
Envestnet Asset Management
Journey Advisory Group
United Capital Financial Advisers
MKT Advisors

View all funds holding Ishares Ibonds Dec 2028 Term T