BerganKDV Wealth Management’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$269K	Hold	10,834	–	–	0.03%	210
2023 Q1	$269K	Hold	10,834	–	–	0.03%	217
2022 Q4	$268K	Buy	10,834 +7,683	+244%	+$190K	0.03%	214
2022 Q3	$78K	Hold	3,151	–	–	0.01%	323
2022 Q2	$79K	Hold	3,151	–	–	0.01%	328
2022 Q1	$79K	Buy	+3,151	New	+$79.7K	0.01%	336

Other funds holding IBTD

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

CWM

Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

BerganKDV Wealth Management held its iShares iBonds Dec 2023 Term Treasury ETF (IBTD) position steady in Q2 2023 at 10,834 shares worth $269K. The position accounts for 0.03% of the portfolio, ranked #210.

BerganKDV Wealth Management first reported a position in IBTD in Q1 2022 and has held it in 6 quarters since. 215 funds tracked by Wall St. Rank hold IBTD as of Q2 2023.

BerganKDV Wealth Management held 10,834 shares of iShares iBonds Dec 2023 Term Treasury ETF worth $269K as of Q2 2023.
BerganKDV Wealth Management left its iShares iBonds Dec 2023 Term Treasury ETF share count unchanged in Q2 2023.
iShares iBonds Dec 2023 Term Treasury ETF made up 0.03% of BerganKDV Wealth Management's portfolio in Q2 2023, its #210 holding.
BerganKDV Wealth Management first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q1 2022 and has held it in 6 quarters since.
215 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q2 2023.

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