BerganKDV Wealth Management’s iShares CMBS ETF CMBS Stock Holding History

BerganKDV Wealth Management’s Portfolio CMBS Stock Details CMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$227K	Sell
2023 Q1	$23M	Buy
2022 Q4	$21.6M	Sell
2022 Q3	$28.3M	Buy
2022 Q2	$26.8M	Buy
2022 Q1	$25.1M	Buy
2021 Q4	$23M	Buy
2020 Q3	–	Sell
2020 Q2	$4K	Buy