Kerntke Otto McGlone Wealth Management Group IBTF Holdings History
Kerntke Otto McGlone Wealth Management Group's iShares iBonds Dec 2025 Term Treasury ETF Holding Summary
As of 2025-06-30, Kerntke Otto McGlone Wealth Management Group held 126,103.00 shares of iShares iBonds Dec 2025 Term Treasury ETF(IBTF), totaling $2.95 Mil. This investment constitutes 2.33% of their stock portfolio, and Kerntke Otto McGlone Wealth Management Group now holds 0.15% of the outstanding iShares iBonds Dec 2025 Term Treasury ETF(IBTF) stock.
The initial trade took place in 2022Q3. And since then Kerntke Otto McGlone Wealth Management Group has made 9 purchases of IBTF, at an average price of $23.26, for a total of 331,550.00 shares. In addition, there have been 3 sales at an average price of $23.32 for 205,447.00 shares. Based on historical transaction data and IBTF's current price of $23.34, Kerntke Otto McGlone Wealth Management Group's estimated gain on his IBTF holdings is $23,163.00, reflecting a 0.30% gain to date.
Kerntke Otto McGlone Wealth Management Group IBTF ($23.34) Holding Chart
Kerntke Otto McGlone Wealth Management Group IBTF ($23.34) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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