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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

WCP

Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Berger Financial Group's IBTF Position: Q4 2025 in Review

Berger Financial Group sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 52,234 shares — an estimated $1.22M sold.

Berger Financial Group first reported a position in IBTF in Q3 2024 and held it in 5 quarters. The position peaked at $1.53M in Q1 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

Berger Financial Group reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Berger Financial Group sold 52,234 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $1.22M.
Berger Financial Group first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2024 and held it in 5 quarters.
Berger Financial Group's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $1.53M in Q1 2025.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Berger Financial Group's 13F filing for Q4 2025, filed 27 Jan 2026.