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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-9,601	Closed	-$215K	–	479
2025 Q3	$215K	Hold	9,601	–	–	0.01%	418
2025 Q2	$215K	Hold	9,601	–	–	0.01%	395
2025 Q1	$214K	Hold	9,601	–	–	0.01%	396
2024 Q4	$210K	Buy	+9,601	New	+$212K	0.01%	395

Other funds holding IBTI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Berger Financial Group's IBTI Position: Q4 2025 in Review

Berger Financial Group sold out of iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q4 2025, closing a stake of 9,601 shares — an estimated $215K sold.

Berger Financial Group first reported a position in IBTI in Q4 2024 and held it in 4 quarters. The position peaked at $215K in Q3 2025. 232 funds tracked by Wall St. Rank hold IBTI as of Q4 2025.

Berger Financial Group reported no remaining iShares iBonds Dec 2028 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Berger Financial Group sold 9,601 iShares iBonds Dec 2028 Term Treasury ETF shares in Q4 2025, an estimated $215K.
Berger Financial Group first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2024 and held it in 4 quarters.
Berger Financial Group's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $215K in Q3 2025.
232 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q4 2025.

Based on Berger Financial Group's 13F filing for Q4 2025, filed 27 Jan 2026.