Berger Financial Group’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$213K	Hold	9,466	–	–	0.01%	394
2025 Q1	$212K	Hold	9,466	–	–	0.01%	398
2024 Q4	$210K	Buy	+9,466	New	+$210K	0.01%	395