BWM
IBDP

BerganKDV Wealth Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

BerganKDV Wealth Management’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$914K Sell
37,131
-6,841
-16% -$168K 0.09% 136
2023
Q1 		$1.08M Hold
43,972
– – 0.11% 125
2022
Q4 		$1.07M Buy
43,972
+7,242
+20% +$176K 0.12% 123
2022
Q3 		$894K Sell
36,730
-1,730
-4% -$42.7K 0.11% 127
2022
Q2 		$952K Buy
38,460
+11,995
+45% +$298K 0.11% 129
2022
Q1 		$664K Buy
26,465
+2,400
+10% +$61.1K 0.07% 162
2021
Q4 		$624K Buy
24,065
+1,920
+9% +$50K 0.07% 171
2021
Q3 		$582K Hold
22,145
– – 0.07% 166
2021
Q2 		$584K Buy
22,145
+3,783
+21% +$99.9K 0.07% 165
2021
Q1 		$485K Buy
18,362
+780
+4% +$20.7K 0.06% 169
2020
Q4 		$467K Buy
17,582
+4,073
+30% +$108K 0.07% 167
2020
Q3 		$357K Buy
13,509
+4,975
+58% +$132K 0.06% 182
2020
Q2 		$225K Hold
8,534
– – 0.04% 208
2020
Q1 		$211K Hold
8,534
– – 0.04% 202
2019
Q4 		$219K Hold
8,534
– – 0.04% 218
2019
Q3 		$219K Hold
8,534
– – 0.04% 197
2019
Q2 		$217K Hold
8,534
– – 0.04% 202
2019
Q1 		$212K Hold
8,534
– – 0.04% 206
2018
Q4 		$204K Buy
8,534
+3
+0% +$72 0.05% 182
2018
Q3 		$206K Buy
8,531
+1,338
+19% +$32.3K 0.04% 199
2018
Q2 		$173K Buy
+7,193
New +$173K 0.04% 208

Other funds holding IBDP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HFRG
Houlihan Financial Resource Group Ashburn, Virginia $257M AUM 14.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BerganKDV Wealth Management's IBDP Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its iShares iBonds Dec 2024 Term Corporate ETF (IBDP) stake by 16% in Q2 2023, selling an estimated $168K and leaving 37,131 shares worth $914K. The position accounts for 0.09% of the portfolio, ranked #136.

BerganKDV Wealth Management first reported a position in IBDP in Q2 2018 and has held it in 21 quarters since. The position peaked at $1.08M in Q1 2023. 287 funds tracked by Wall St. Rank hold IBDP as of Q2 2023.

  • BerganKDV Wealth Management held 37,131 shares of iShares iBonds Dec 2024 Term Corporate ETF worth $914K as of Q2 2023.
  • BerganKDV Wealth Management sold 6,841 iShares iBonds Dec 2024 Term Corporate ETF shares in Q2 2023, an estimated $168K.
  • iShares iBonds Dec 2024 Term Corporate ETF made up 0.09% of BerganKDV Wealth Management's portfolio in Q2 2023, its #136 holding.
  • BerganKDV Wealth Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q2 2018 and has held it in 21 quarters since.
  • BerganKDV Wealth Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $1.08M in Q1 2023.
  • 287 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.