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Bogart Wealth LLC’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Bogart Wealth LLC’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$213K Buy
9,732
+2,930
+43% +$64.6K 0.01% 247
2025
Q4 		$150K Buy
6,802
+678
+11% +$15K 0.01% 283
2025
Q3 		$136K Hold
6,124
– – 0.01% 298
2025
Q2 		$135K Buy
6,124
+73
+1% +$1.58K 0.01% 292
2025
Q1 		$131K Sell
6,051
-909
-13% -$19.5K 0.01% 274
2024
Q4 		$149K Buy
6,960
+351
+5% +$7.59K 0.01% 253
2024
Q3 		$147K Buy
6,609
+909
+16% +$19.8K 0.01% 254
2024
Q2 		$121K Hold
5,700
– – 0.01% 273
2024
Q1 		$122K Buy
5,700
+697
+14% +$14.9K 0.01% 252
2023
Q4 		$108K Buy
5,003
+2,056
+70% +$42.5K 0.01% 260
2023
Q3 		$60.1K Buy
+2,947
New +$61.4K ﹤0.01% 323

Other funds holding IBDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return