Bogart Wealth LLC’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Bogart Wealth LLC’s Portfolio IBDU Stock Details IBDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$197K	Buy	8,457 +2,764	+49%	+$64.7K	0.01%	259
2025 Q4	$133K	Hold	5,693	–	–	0.01%	306
2025 Q3	$134K	Hold	5,693	–	–	0.01%	300
2025 Q2	$133K	Buy	5,693 +43	+0.8%	+$992	0.01%	298
2025 Q1	$131K	Sell	5,650 -857	-13%	-$19.7K	0.01%	276
2024 Q4	$148K	Hold	6,507	–	–	0.01%	254
2024 Q3	$153K	Buy	6,507 +857	+15%	+$19.9K	0.01%	245
2024 Q2	$128K	Hold	5,650	–	–	0.01%	264
2024 Q1	$129K	Buy	5,650 +654	+13%	+$14.9K	0.01%	243
2023 Q4	$115K	Buy	4,996 +2,219	+80%	+$49.2K	0.01%	251
2023 Q3	$60.8K	Buy	+2,777	New	+$61.7K	﹤0.01%	318

Other funds holding IBDU

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return