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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
2024-03-31 $1.1M 23k 47.44

More positions owned by Berger Financial Group

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Pgim Etf Tr Jennison Foc Gwt (PJFG)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Pimco Etf Tr Multisector Bd (PYLD)
First Tr Exchange-traded Ny Arca Biotech (FBT)
Ishares Tr Core Us Aggbd Et (AGG)
Goldman Sachs Etf Tr Innovat Eq Etf (GINN)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
C H Robinson Worldwide Com New (CHRW)
J P Morgan Exchange Traded F Betabuilders Us (BBAG)

View all positions for Berger Financial Group

Top funds holding Ishares Tr core strm usbd

State of Wisconsin Investment Board
Charles Schwab Investment Management
Trust Point
Jpmorgan Chase & Co
Bank of America Corporation
BlackRock
Spinnaker Trust
Raymond James & Associates
Mariner Wealth Advisors
Townsend & Associates
UBS Group
Royal Bank of Canada
Cahaba Wealth Management
Wells Fargo & Company
Prosperity Planning

View all funds holding Ishares Tr core strm usbd