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Ishares Ibonds Dec 2028 Term T shares owned by Berger Financial Group

Quarter-by-quarter ownership of Ishares Ibonds Dec 2028 Term T (IBTI) shares owned by Berger Financial Group from 13F filings

Historical chart of Berger Financial Group investment in Ishares Ibonds Dec 2028 Term T

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All positions including Ishares Ibonds Dec 2028 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 2028 Term T by Berger Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $215k 9.6k 22.39
2025-06-30 $215k 9.6k 22.36
2025-03-31 $214k 9.6k 22.25
2024-12-31 $210k 9.6k 21.90

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Top funds holding Ishares Ibonds Dec 2028 Term T

Morgan Stanley
Colony
Wells Fargo & Company
Raymond James Financial
Mercer Global Advisors
Asset Advisors Investment Management
Stratos Wealth Partners
Atwood & Palmer
UBS Group
Envestnet Asset Management
Horizon Advisory Services
Financial Advisory Corp
Journey Advisory Group
United Capital Financial Advisers
Vista Private Wealth Partners

View all funds holding Ishares Ibonds Dec 2028 Term T