Ishares Tr ibnd dec24 etf shares owned by BerganKDV Wealth Management
Quarter-by-quarter ownership of Ishares Tr ibnd dec24 etf (IBDP) shares owned by BerganKDV Wealth Management
from 13F filings
Historical chart of BerganKDV Wealth Management investment in Ishares Tr ibnd dec24 etf
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Quarterly reported holdings in Ishares Tr ibnd dec24 etf by BerganKDV Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $914k | 37k | 24.62 |
| 2023-03-31 | $1.1M | 44k | 24.59 |
| 2022-12-31 | $1.1M | 44k | 24.42 |
| 2022-09-30 | $894k | 37k | 24.34 |
| 2022-06-30 | $952k | 39k | 24.75 |
| 2022-03-31 | $664k | 27k | 25.09 |
| 2021-12-31 | $624k | 24k | 25.93 |
| 2021-09-30 | $582k | 22k | 26.28 |
| 2021-06-30 | $584k | 22k | 26.37 |
| 2021-03-31 | $485k | 18k | 26.41 |
| 2020-12-31 | $467k | 18k | 26.56 |
| 2020-09-30 | $357k | 14k | 26.43 |
| 2020-06-30 | $225k | 8.5k | 26.37 |
| 2020-03-31 | $211k | 8.5k | 24.72 |
| 2019-12-31 | $219k | 8.5k | 25.66 |
| 2019-09-30 | $219k | 8.5k | 25.66 |
| 2019-06-30 | $217k | 8.5k | 25.43 |
| 2019-03-31 | $212k | 8.5k | 24.84 |
| 2018-12-31 | $204k | 8.5k | 23.90 |
| 2018-09-30 | $206k | 8.5k | 24.15 |
| 2018-06-30 | $173k | 7.2k | 24.05 |
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