Kerntke Otto McGlone Wealth Management Group IBTG Holdings History
Kerntke Otto McGlone Wealth Management Group's iShares iBonds Dec 2026 Term Treasury ETF Holding Summary
As of 2025-06-30, Kerntke Otto McGlone Wealth Management Group held 242,524.00 shares of iShares iBonds Dec 2026 Term Treasury ETF(IBTG), totaling $5.56 Mil. This investment constitutes 4.41% of their stock portfolio, and Kerntke Otto McGlone Wealth Management Group now holds 0.29% of the outstanding iShares iBonds Dec 2026 Term Treasury ETF(IBTG) stock.
The initial trade took place in 2022Q4. And since then Kerntke Otto McGlone Wealth Management Group has made 4 purchases of IBTG, at an average price of $22.83, for a total of 319,834.00 shares. In addition, there have been 3 sales at an average price of $22.85 for 77,310.00 shares. Based on historical transaction data and IBTG's current price of $22.87, Kerntke Otto McGlone Wealth Management Group's estimated gain on his IBTG holdings is $12,001.65, reflecting a 0.16% gain to date.
Kerntke Otto McGlone Wealth Management Group IBTG ($22.87) Holding Chart
Kerntke Otto McGlone Wealth Management Group IBTG ($22.87) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
