BWL
IBCA

Bogart Wealth LLC’s iShares iBonds Dec 2035 Term Corporate ETF IBCA Stock Holding History

Bogart Wealth LLC’s Portfolio IBCA Stock Details IBCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.5K Hold
1,153
– – ﹤0.01% 682
2026
Q1 		$29.6K Buy
1,153
+578
+101% +$15K ﹤0.01% 621
2025
Q4 		$14.9K Buy
+575
New +$15K ﹤0.01% 763

Other funds holding IBCA

MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
PSIWM
Paradigm Strategies in Wealth Management Maple Grove, Minnesota $164M AUM 18.07% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
IW
Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Bogart Wealth LLC's IBCA Position: Q2 2026 in Review

Bogart Wealth LLC held its iShares iBonds Dec 2035 Term Corporate ETF (IBCA) position steady in Q2 2026 at 1,153 shares worth $29.5K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Bogart Wealth LLC first reported a position in IBCA in Q4 2025 and has held it in 3 quarters since. The position peaked at $29.6K in Q1 2026. 22 funds tracked by Wall St. Rank hold IBCA as of Q2 2026.

  • Bogart Wealth LLC held 1,153 shares of iShares iBonds Dec 2035 Term Corporate ETF worth $29.5K as of Q2 2026.
  • Bogart Wealth LLC left its iShares iBonds Dec 2035 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2035 Term Corporate ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #682 holding.
  • Bogart Wealth LLC first reported a position in iShares iBonds Dec 2035 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • Bogart Wealth LLC's iShares iBonds Dec 2035 Term Corporate ETF position peaked at $29.6K in Q1 2026.
  • 22 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.