Berger Financial Group’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
2025 Q2	$1.52M	Sell	65,021 -290	-0.4%	-$6.77K	0.1%	156
2025 Q1	$1.53M	Buy	65,311 +540	+0.8%	+$12.6K	0.11%	149
2024 Q4	$1.51M	Buy	64,771 +41,452	+178%	+$967K	0.1%	144
2024 Q3	$546K	Buy	+23,319	New	+$546K	0.04%	224