Bogart Wealth LLC’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$196K	Buy	9,346 +3,055	+49%	+$64.5K	0.01%	261
2025 Q4	$133K	Buy	6,291 +1,043	+20%	+$22.1K	0.01%	307
2025 Q3	$111K	Hold	5,248	–	–	﹤0.01%	322
2025 Q2	$110K	Hold	5,248	–	–	﹤0.01%	321
2025 Q1	$109K	Hold	5,248	–	–	0.01%	298
2024 Q4	$107K	Buy	+5,248	New	+$109K	0.01%	309

Other funds holding IBDW

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

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

CIA

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

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

CAI

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

VVP

Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bogart Wealth LLC's IBDW Position: Q1 2026 in Review

Bogart Wealth LLC increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 49% in Q1 2026, buying an estimated $64.5K and bringing the position to 9,346 shares worth $196K. The position accounts for 0.01% of the portfolio, ranked #261.

Bogart Wealth LLC first reported a position in IBDW in Q4 2024 and has held it in 6 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Bogart Wealth LLC held 9,346 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $196K as of Q1 2026.
Bogart Wealth LLC bought 3,055 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $64.5K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #261 holding.
Bogart Wealth LLC first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2024 and has held it in 6 quarters since.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.