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Bogart Wealth LLC’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Bogart Wealth LLC’s Portfolio IBDX Stock Details IBDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$119K Hold
4,721
– – ﹤0.01% 357
2026
Q1 		$119K Buy
4,721
+2,527
+115% +$64.5K ﹤0.01% 335
2025
Q4 		$56K Buy
+2,194
New +$56.1K ﹤0.01% 443

Other funds holding IBDX

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

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

Bogart Wealth LLC held its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) position steady in Q2 2026 at 4,721 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

Bogart Wealth LLC first reported a position in IBDX in Q4 2025 and has held it in 3 quarters since. The position peaked at $119K in Q1 2026. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

  • Bogart Wealth LLC held 4,721 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $119K as of Q2 2026.
  • Bogart Wealth LLC left its iShares iBonds Dec 2032 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2032 Term Corporate ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #357 holding.
  • Bogart Wealth LLC first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • Bogart Wealth LLC's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $119K in Q1 2026.
  • 228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

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