BFG
IBTF

Berger Financial Group’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Berger Financial Group’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
2025
Q4 		– Sell
-52,234
Closed -$1.22M – 478
2025
Q3 		$1.22M Sell
52,234
-12,787
-20% -$298K 0.07% 186
2025
Q2 		$1.52M Sell
65,021
-290
-0.4% -$6.77K 0.1% 157
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 +$543K 0.04% 224

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return