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Ishares Trust Barclays shares owned by BerganKDV Wealth Management

Quarter-by-quarter ownership of Ishares Trust Barclays (CMBS) shares owned by BerganKDV Wealth Management from 13F filings

Historical chart of BerganKDV Wealth Management investment in Ishares Trust Barclays

Tip: Access up to 7 years of quarterly data

All positions including Ishares Trust Barclays held by BerganKDV Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Trust Barclays by BerganKDV Wealth Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $227k 4.9k 45.86
2023-03-31 $23M 497k 46.19
2022-12-31 $22M 470k 45.91
2022-09-30 $28M 618k 45.85
2022-06-30 $27M 558k 48.11
2022-03-31 $25M 504k 49.85
2021-12-31 $23M 434k 53.03
2020-06-30 $4.0k 64 62.50

More positions owned by BerganKDV Wealth Management

Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Mbs Etf (MBB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for BerganKDV Wealth Management

Top funds holding Ishares Trust Barclays

Pathstone Holdings
BlackRock
State of New Jersey Common Pension Fund D
BlackRock
Arvest Investments
Tortoise Investment Management
Morgan Stanley
AE Wealth Management
Bank of America Corporation
Redhawk Wealth Advisors
Marcia E. Wade
Tiaa Trust, National Association
Krilogy Financial
Wells Fargo & Company
Advisor Group Holdings

View all funds holding Ishares Trust Barclays