BFG
IBTG icon

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
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
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Berger Financial Group's IBTG Position: Q1 2026 in Review

Berger Financial Group reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 34% in Q1 2026, selling an estimated $111K and leaving 9,495 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #439.

Berger Financial Group first reported a position in IBTG in Q4 2024 and has held it in 6 quarters since. The position peaked at $392K in Q1 2025. 323 funds tracked by Wall St. Rank hold IBTG as of Q1 2026.

  • Berger Financial Group held 9,495 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $218K as of Q1 2026.
  • Berger Financial Group sold 4,848 iShares iBonds Dec 2026 Term Treasury ETF shares in Q1 2026, an estimated $111K.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.01% of Berger Financial Group's portfolio in Q1 2026, its #439 holding.
  • Berger Financial Group first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
  • Berger Financial Group's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $392K in Q1 2025.
  • 323 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.