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Ishares Ibonds Dec 2027 Term T shares owned by Berger Financial Group

Quarter-by-quarter ownership of Ishares Ibonds Dec 2027 Term T (IBTH) shares owned by Berger Financial Group from 13F filings

Historical chart of Berger Financial Group investment in Ishares Ibonds Dec 2027 Term T

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All positions including Ishares Ibonds Dec 2027 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 2027 Term T by Berger Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $208k 9.2k 22.52
2025-06-30 $213k 9.5k 22.49
2025-03-31 $212k 9.5k 22.42
2024-12-31 $210k 9.5k 22.20

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View all positions for Berger Financial Group

Top funds holding Ishares Ibonds Dec 2027 Term T

Hm Payson & Co
Morgan Stanley
GLOBALT Investments LLC / GA
TRUE Private Wealth Advisors
Wells Fargo & Company
Envestnet Asset Management
Goss Wealth Management
LPL Financial
Colony
Raymond James Financial
Obsidian Personal Planning Solutions
Kovitz Investment Group Partners
UBS Group
Integrated Wealth Concepts
Mercer Global Advisors

View all funds holding Ishares Ibonds Dec 2027 Term T