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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

BerganKDV Wealth Management increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 17% in Q2 2023, buying an estimated $40.7K and bringing the position to 11,860 shares worth $278K. The position accounts for 0.03% of the portfolio, ranked #206.

BerganKDV Wealth Management first reported a position in IBDS in Q3 2020 and has held it in 12 quarters since. 183 funds tracked by Wall St. Rank hold IBDS as of Q2 2023.

BerganKDV Wealth Management held 11,860 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $278K as of Q2 2023.
BerganKDV Wealth Management bought 1,719 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2023, an estimated $40.7K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.03% of BerganKDV Wealth Management's portfolio in Q2 2023, its #206 holding.
BerganKDV Wealth Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2020 and has held it in 12 quarters since.
183 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2023.

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