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Ishares Ibonds Dec 2026 Term T shares owned by Berger Financial Group

Quarter-by-quarter ownership of Ishares Ibonds Dec 2026 Term T (IBTG) shares owned by Berger Financial Group from 13F filings

Historical chart of Berger Financial Group investment in Ishares Ibonds Dec 2026 Term T

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All positions including Ishares Ibonds Dec 2026 Term T held by Berger Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ibonds Dec 2026 Term T by Berger Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $329k 14k 22.95
2025-06-30 $374k 16k 22.93
2025-03-31 $392k 17k 22.94
2024-12-31 $390k 17k 22.81

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View all positions for Berger Financial Group

Top funds holding Ishares Ibonds Dec 2026 Term T

Hm Payson & Co
Kovitz Investment Group Partners
Morgan Stanley
Colony
Bailard
Wells Fargo & Company
Capital Investment Advisors
Goss Wealth Management
Raymond James Financial
UBS Group
LPL Financial
Financial Advisory Corp
Stratos Wealth Advisors
Golub Group
Integrated Wealth Concepts

View all funds holding Ishares Ibonds Dec 2026 Term T