BerganKDV Wealth Management »

Ishares Tr cmn shares owned by BerganKDV Wealth Management

Quarter-by-quarter ownership of Ishares Tr cmn (STIP) shares owned by BerganKDV Wealth Management from 13F filings

Historical chart of BerganKDV Wealth Management investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn held by BerganKDV Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr cmn by BerganKDV Wealth Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $20M 206k 97.60
2023-03-31 $20M 202k 99.23

More positions owned by BerganKDV Wealth Management

Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Mbs Etf (MBB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for BerganKDV Wealth Management

Top funds holding Ishares Tr cmn

Betterment
Bank of America Corporation
Financial Gravity Wealth
Comprehensive Portfolio Management
Modera Wealth Management
AlTi Global
Wealthcare Advisory Partners
Partners Capital Investment Group
Financeware
Wells Fargo & Company
Haverford Trust Company
O'shaughnessy Asset Management
3EDGE Asset Management
Keating Investment Counselors
Central Trust & Investment

View all funds holding Ishares Tr cmn