Bergan Kdv Wealth Management, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 12,846 shares of IBTF stock, worth $300,981. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,846
Previous 12,846 -0.0%
Holding current value
$300,981
Previous $302,000 1.66%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 31, 2023
BUY
$23.05 - $23.48 $139,383 - $141,983
6,047 Added 88.94%
12,846 $299,000
Q3 2021

Nov 12, 2021
BUY
$25.61 - $25.86 $174,122 - $175,822
6,799 New
6,799 $174,000

Others Institutions Holding IBTF

# of Institutions
255
Shares Held
80.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2025 TER

IBTF Quotes by TradingView
  • Ticker IBTF
  • Sector ETFs
  • Industry ETFs
More about IBTF
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