BWL
IBDQ

Bogart Wealth LLC’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Bogart Wealth LLC’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,473
Closed -$113K – 1630
2025
Q3 		$113K Sell
4,473
-672
-13% -$16.9K ﹤0.01% 320
2025
Q2 		$130K Sell
5,145
-1,012
-16% -$25.4K 0.01% 301
2025
Q1 		$155K Buy
6,157
+1
+0% +$25 0.01% 250
2024
Q4 		$154K Buy
6,156
+2
+0% +$50 0.01% 245
2024
Q3 		$154K Buy
6,154
+802
+15% +$20K 0.01% 242
2024
Q2 		$133K Buy
5,352
+2
+0% +$50 0.01% 256
2024
Q1 		$133K Buy
5,350
+606
+13% +$15K 0.01% 238
2023
Q4 		$117K Buy
4,744
+2,186
+85% +$53.5K 0.01% 248
2023
Q3 		$62.3K Buy
+2,558
New +$62.4K ﹤0.01% 309

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Bogart Wealth LLC's IBDQ Position: Q4 2025 in Review

Bogart Wealth LLC sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 4,473 shares — an estimated $113K sold.

Bogart Wealth LLC first reported a position in IBDQ in Q3 2023 and held it in 9 quarters. The position peaked at $155K in Q1 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Bogart Wealth LLC reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 4,473 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $113K.
  • Bogart Wealth LLC first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q3 2023 and held it in 9 quarters.
  • Bogart Wealth LLC's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $155K in Q1 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Bogart Wealth LLC's 13F filing for Q4 2025, filed 30 Jan 2026.