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Bogart Wealth LLC’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Bogart Wealth LLC’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$78.3K Hold
3,040
– – ﹤0.01% 440
2026
Q1 		$78.6K Buy
3,040
+2,468
+431% +$64.4K ﹤0.01% 390
2025
Q4 		$15K Buy
+572
New +$15K ﹤0.01% 758

Other funds holding IBDY

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
IW
Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
EPW
Evergreen Private Wealth Greenwood Village, Colorado $270M AUM 26.09% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return

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

Bogart Wealth LLC held its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) position steady in Q2 2026 at 3,040 shares worth $78.3K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

Bogart Wealth LLC first reported a position in IBDY in Q4 2025 and has held it in 3 quarters since. The position peaked at $78.6K in Q1 2026. 52 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • Bogart Wealth LLC held 3,040 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $78.3K as of Q2 2026.
  • Bogart Wealth LLC left its iShares iBonds Dec 2033 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2033 Term Corporate ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #440 holding.
  • Bogart Wealth LLC first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • Bogart Wealth LLC's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $78.6K in Q1 2026.
  • 52 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

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