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BerganKDV Wealth Management’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

BerganKDV Wealth Management’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		$141K Hold
6,386
– – 0.01% 258
2023
Q1 		$145K Hold
6,386
– – 0.01% 268
2022
Q4 		$142K Buy
+6,386
New +$142K 0.02% 268