Kerntke Otto McGlone Wealth Management Group IBTH Holdings History
Kerntke Otto McGlone Wealth Management Group's iShares iBonds Dec 2027 Term Treasury ETF Holding Summary
As of 2025-06-30, Kerntke Otto McGlone Wealth Management Group held 58,481.00 shares of iShares iBonds Dec 2027 Term Treasury ETF(IBTH), totaling $1.32 Mil. This investment constitutes 1.04% of their stock portfolio, and Kerntke Otto McGlone Wealth Management Group now holds 0.08% of the outstanding iShares iBonds Dec 2027 Term Treasury ETF(IBTH) stock.
The initial trade took place in 2024Q4. And since then Kerntke Otto McGlone Wealth Management Group has made 3 purchases of IBTH, at an average price of $22.33, for a total of 58,481.00 shares. Based on historical transaction data and IBTH's current price of $22.40, Kerntke Otto McGlone Wealth Management Group's estimated gain on his IBTH holdings is $4,384.99, reflecting a 0.34% gain to date.
Kerntke Otto McGlone Wealth Management Group IBTH ($22.40) Holding Chart
Kerntke Otto McGlone Wealth Management Group IBTH ($22.40) 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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