BerganKDV Wealth Management’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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	+$175K	0.02%	260

Other funds holding IBTF

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

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

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

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

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

BerganKDV Wealth Management held its iShares iBonds Dec 2025 Term Treasury ETF (IBTF) position steady in Q2 2023 at 12,846 shares worth $297K. The position accounts for 0.03% of the portfolio, ranked #203.

BerganKDV Wealth Management first reported a position in IBTF in Q3 2021 and has held it in 8 quarters since. The position peaked at $302K in Q1 2023. 162 funds tracked by Wall St. Rank hold IBTF as of Q2 2023.

BerganKDV Wealth Management held 12,846 shares of iShares iBonds Dec 2025 Term Treasury ETF worth $297K as of Q2 2023.
BerganKDV Wealth Management left its iShares iBonds Dec 2025 Term Treasury ETF share count unchanged in Q2 2023.
iShares iBonds Dec 2025 Term Treasury ETF made up 0.03% of BerganKDV Wealth Management's portfolio in Q2 2023, its #203 holding.
BerganKDV Wealth Management first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2021 and has held it in 8 quarters since.
BerganKDV Wealth Management's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $302K in Q1 2023.
162 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q2 2023.

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