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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$206K	Hold	9,223	–	–	0.01%	462
2026 Q1	$207K	Hold	9,223	–	–	0.01%	452
2025 Q4	$207K	Hold	9,223	–	–	0.01%	446
2025 Q3	$208K	Sell	9,223 -243	-3%	-$5.46K	0.01%	428
2025 Q2	$213K	Hold	9,466	–	–	0.01%	397
2025 Q1	$212K	Hold	9,466	–	–	0.01%	399
2024 Q4	$210K	Buy	+9,466	New	+$211K	0.01%	396

Other funds holding IBTH

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

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Berger Financial Group held its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) position steady in Q2 2026 at 9,223 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #462.

Berger Financial Group first reported a position in IBTH in Q4 2024 and has held it in 7 quarters since. The position peaked at $213K in Q2 2025. 311 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

Berger Financial Group held 9,223 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $206K as of Q2 2026.
Berger Financial Group left its iShares iBonds Dec 2027 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.01% of Berger Financial Group's portfolio in Q2 2026, its #462 holding.
Berger Financial Group first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Berger Financial Group's iShares iBonds Dec 2027 Term Treasury ETF position peaked at $213K in Q2 2025.
311 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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