Berger Financial Group’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Berger Financial Group’s Portfolio IBTG Stock Details IBTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$217K	Hold	9,495	–	–	0.01%	449
2026 Q1	$218K	Sell	9,495 -4,848	-34%	-$111K	0.01%	439
2025 Q4	$328K	Hold	14,343	–	–	0.02%	354
2025 Q3	$329K	Sell	14,343 -1,949	-12%	-$44.6K	0.02%	336
2025 Q2	$374K	Sell	16,292 -790	-5%	-$18.1K	0.02%	302
2025 Q1	$392K	Hold	17,082	–	–	0.03%	293
2024 Q4	$390K	Buy	+17,082	New	+$390K	0.03%	289

Other funds holding IBTG

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Berger Financial Group's IBTG Position: Q2 2026 in Review

Berger Financial Group held its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) position steady in Q2 2026 at 9,495 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #449.

Berger Financial Group first reported a position in IBTG in Q4 2024 and has held it in 7 quarters since. The position peaked at $392K in Q1 2025. 318 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Berger Financial Group held 9,495 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $217K as of Q2 2026.
Berger Financial Group left its iShares iBonds Dec 2026 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.01% of Berger Financial Group's portfolio in Q2 2026, its #449 holding.
Berger Financial Group first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Berger Financial Group's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $392K in Q1 2025.
318 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.