BWM
IBTG icon

BerganKDV Wealth Management’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

BerganKDV Wealth Management’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$141K Hold
6,236
– – 0.01% 259
2023
Q1 		$144K Hold
6,236
– – 0.01% 269
2022
Q4 		$142K Buy
+6,236
New +$141K 0.02% 269

Other funds holding IBTG

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

BerganKDV Wealth Management held its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) position steady in Q2 2023 at 6,236 shares worth $141K. The position accounts for 0.01% of the portfolio, ranked #259.

BerganKDV Wealth Management first reported a position in IBTG in Q4 2022 and has held it in 3 quarters since. The position peaked at $144K in Q1 2023. 100 funds tracked by Wall St. Rank hold IBTG as of Q2 2023.

  • BerganKDV Wealth Management held 6,236 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $141K as of Q2 2023.
  • BerganKDV Wealth Management left its iShares iBonds Dec 2026 Term Treasury ETF share count unchanged in Q2 2023.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #259 holding.
  • BerganKDV Wealth Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2022 and has held it in 3 quarters since.
  • BerganKDV Wealth Management's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $144K in Q1 2023.
  • 100 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2023.

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