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Ishares Ibonds Dec 2029 Term T shares owned by Kerntke Otto McGlone Wealth Management Group

Quarter-by-quarter ownership of Ishares Ibonds Dec 2029 Term T (IBTJ) 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 2029 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2029 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 2029 Term T by Kerntke Otto McGlone Wealth Management Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $581k 27k 21.84

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)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Sprott Asset Management Physical Gold Tr (PHYS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Proshares Tr S&p Mdcp 400 Div (REGL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Wheaton Precious Metals Corp (WPM)
Ishares Tr Core High Dv Etf (HDV)
Select Sector Spdr Tr State Street Uti (XLU)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Microsoft Corporation (MSFT)

View all positions for Kerntke Otto McGlone Wealth Management Group

Top funds holding Ishares Ibonds Dec 2029 Term T

Morgan Stanley
Bank of America Corporation
Mercer Global Advisors
Wells Fargo & Company
TRUE Private Wealth Advisors
Brookstone Capital Management
Financial Advisory Corp
Raymond James Financial
Asset Advisors Investment Management
Envestnet Asset Management
United Capital Financial Advisers
Hengehold Capital Management
Ameriprise Financial
Stifel Financial
Atwood & Palmer

View all funds holding Ishares Ibonds Dec 2029 Term T