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Bogart Wealth LLC’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Bogart Wealth LLC’s Portfolio IBDZ Stock Details IBDZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.5K Hold
1,133
– – ﹤0.01% 683
2026
Q1 		$29.5K Buy
1,133
+567
+100% +$14.9K ﹤0.01% 622
2025
Q4 		$14.9K Buy
+566
New +$15K ﹤0.01% 762

Other funds holding IBDZ

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 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
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

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

Bogart Wealth LLC held its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) position steady in Q2 2026 at 1,133 shares worth $29.5K. The position accounts for ﹤0.01% of the portfolio, ranked #683.

Bogart Wealth LLC first reported a position in IBDZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $29.5K in Q1 2026. 128 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • Bogart Wealth LLC held 1,133 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $29.5K as of Q2 2026.
  • Bogart Wealth LLC left its iShares iBonds Dec 2034 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2034 Term Corporate ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #683 holding.
  • Bogart Wealth LLC first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • Bogart Wealth LLC's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $29.5K in Q1 2026.
  • 128 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

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