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Bogart Wealth LLC’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Bogart Wealth LLC’s Portfolio IBHI Stock Details IBHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.8K Hold
634
– – ﹤0.01% 886
2026
Q1 		$14.8K Hold
634
– – ﹤0.01% 801
2025
Q4 		$15K Buy
+634
New +$15K ﹤0.01% 755

Other funds holding IBHI

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $520M AUM 21.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Bogart Wealth LLC held its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) position steady in Q2 2026 at 634 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #886.

Bogart Wealth LLC first reported a position in IBHI in Q4 2025 and has held it in 3 quarters since. The position peaked at $15K in Q4 2025. 95 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

  • Bogart Wealth LLC held 634 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $14.8K as of Q2 2026.
  • Bogart Wealth LLC left its iShares iBonds 2029 Term High Yield and Income ETF share count unchanged in Q2 2026.
  • iShares iBonds 2029 Term High Yield and Income ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #886 holding.
  • Bogart Wealth LLC first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Bogart Wealth LLC's iShares iBonds 2029 Term High Yield and Income ETF position peaked at $15K in Q4 2025.
  • 95 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q2 2026.

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