BWM
IBTE

BerganKDV Wealth Management’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

BerganKDV Wealth Management’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$397K Hold
2023
Q1 		$400K Hold
2022
Q4 		$398K Buy
2022
Q3 		$259K Hold
2022
Q2 		$264K Hold
2022
Q1 		$266K Hold
2021
Q4 		$275K Buy
2021
Q3 		$175K Buy