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 Q2	$195K	Hold	9,346	–	–	0.01%	290
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 $14.6B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

Bogart Wealth LLC's IBDW Position: Q2 2026 in Review

Bogart Wealth LLC held its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) position steady in Q2 2026 at 9,346 shares worth $195K. The position accounts for 0.01% of the portfolio, ranked #290.

Bogart Wealth LLC first reported a position in IBDW in Q4 2024 and has held it in 7 quarters since. The position peaked at $196K in Q1 2026. 291 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Bogart Wealth LLC held 9,346 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $195K as of Q2 2026.
Bogart Wealth LLC left its iShares iBonds Dec 2031 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #290 holding.
Bogart Wealth LLC first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
Bogart Wealth LLC's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $196K in Q1 2026.
291 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.