BerganKDV Wealth Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$278K	Buy	11,860 +1,719	+17%	+$40.7K	0.03%	206
2023 Q1	$242K	Hold	10,141	–	–	0.02%	219
2022 Q4	$237K	Buy	10,141 +4,251	+72%	+$98.5K	0.03%	219
2022 Q3	$135K	Hold	5,890	–	–	0.02%	260
2022 Q2	$141K	Hold	5,890	–	–	0.02%	267
2022 Q1	$147K	Hold	5,890	–	–	0.02%	270
2021 Q4	$156K	Hold	5,890	–	–	0.02%	283
2021 Q3	$159K	Hold	5,890	–	–	0.02%	268
2021 Q2	$159K	Buy	5,890 +2,217	+60%	+$59.8K	0.02%	266
2021 Q1	$98K	Hold	3,673	–	–	0.01%	298
2020 Q4	$101K	Hold	3,673	–	–	0.01%	274
2020 Q3	$100K	Buy	+3,673	New	+$100K	0.02%	264

Other funds holding IBDS

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return