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Bogart Wealth LLC’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Bogart Wealth LLC’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$194K Buy
8,022
+2,677
+50% +$64.9K 0.01% 262
2025
Q4 		$130K Sell
5,345
-241
-4% -$5.84K 0.01% 312
2025
Q3 		$136K Buy
5,586
+2
+0% +$48 0.01% 297
2025
Q2 		$135K Sell
5,584
-825
-13% -$19.9K 0.01% 290
2025
Q1 		$155K Buy
6,409
+1
+0% +$24 0.01% 249
2024
Q4 		$154K Buy
6,408
+3
+0% +$72 0.01% 244
2024
Q3 		$156K Buy
6,405
+831
+15% +$20K 0.01% 240
2024
Q2 		$133K Buy
5,574
+2
+0% +$47 0.01% 259
2024
Q1 		$133K Buy
5,572
+629
+13% +$15K 0.01% 237
2023
Q4 		$118K Buy
4,943
+2,286
+86% +$53.7K 0.01% 244
2023
Q3 		$62K Buy
+2,657
New +$62.2K ﹤0.01% 310

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return