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Berger Financial Group’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Berger Financial Group’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$215K Hold
9,601
– – 0.01% 392
2025
Q1 		$214K Hold
9,601
– – 0.01% 395
2024
Q4 		$210K Buy
+9,601
New +$210K 0.01% 394