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Ishares Tr core strm usbd shares owned by Berger Financial Group

Quarter-by-quarter ownership of Ishares Tr core strm usbd (ISTB) shares owned by Berger Financial Group from 13F filings

Historical chart of Berger Financial Group investment in Ishares Tr core strm usbd

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr core strm usbd 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 Tr core strm usbd by Berger Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $801k 16k 48.84
2025-06-30 $812k 17k 48.65
2025-03-31 $806k 17k 48.35
2024-12-31 $908k 19k 47.77
2024-09-30 $935k 19k 48.68
2024-03-31 $1.1M 23k 47.44

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Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
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Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Pimco Etf Tr Multisector Bd (PYLD)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)

View all positions for Berger Financial Group

Top funds holding Ishares Tr core strm usbd

Acorns Advisers
BlackRock
State of Wisconsin Investment Board
Charles Schwab Investment Management
Raymond James Financial
Trust Point
Spinnaker Trust
Mariner Wealth Advisors
Jones Financial Companies, L.L
Townsend & Associates
Cahaba Wealth Management
Prosperity Planning
UBS Group
Jpmorgan Chase & Co
LPL Financial

View all funds holding Ishares Tr core strm usbd