BWM
IBTD

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 Shares
Change % 		Capital Flow 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 +$79K 0.01% 336