BWM
IBTH icon

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 Change in
Stake 		Trade Value 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

Other funds holding IBTH

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
RHP
Royal Harbor Partners Houston, Texas $295M AUM 14.06% 1-Year Est. Return

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

BerganKDV Wealth Management held its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) position steady in Q2 2023 at 6,386 shares worth $141K. The position accounts for 0.01% of the portfolio, ranked #258.

BerganKDV Wealth Management first reported a position in IBTH in Q4 2022 and has held it in 3 quarters since. The position peaked at $145K in Q1 2023. 76 funds tracked by Wall St. Rank hold IBTH as of Q2 2023.

  • BerganKDV Wealth Management held 6,386 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $141K as of Q2 2023.
  • BerganKDV Wealth Management left its iShares iBonds Dec 2027 Term Treasury ETF share count unchanged in Q2 2023.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #258 holding.
  • BerganKDV Wealth Management first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2022 and has held it in 3 quarters since.
  • BerganKDV Wealth Management's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $145K in Q1 2023.
  • 76 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2023.

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