BerganKDV Wealth Management’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $297K | Hold |
12,846
| – | – | 0.03% | 203 |
|
|
2023
Q1 | $302K | Hold |
12,846
| – | – | 0.03% | 210 |
|
|
2022
Q4 | $299K | Buy |
12,846
+6,047
| +89% | +$141K | 0.03% | 204 |
|
|
2022
Q3 | $158K | Hold |
6,799
| – | – | 0.02% | 246 |
|
|
2022
Q2 | $163K | Hold |
6,799
| – | – | 0.02% | 253 |
|
|
2022
Q1 | $165K | Hold |
6,799
| – | – | 0.02% | 258 |
|
|
2021
Q4 | $172K | Hold |
6,799
| – | – | 0.02% | 275 |
|
|
2021
Q3 | $174K | Buy |
+6,799
| New | +$174K | 0.02% | 260 |
|