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Bogart Wealth LLC’s iShares iBonds 2030 Term High Yield and Income ETF IBHJ Stock Holding History

Bogart Wealth LLC’s Portfolio IBHJ Stock Details IBHJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.8K Hold
563
– – ﹤0.01% 800
2025
Q4 		$15K Buy
+563
New +$15K ﹤0.01% 756

Other funds holding IBHJ

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $374M AUM 22.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Bogart Wealth LLC's IBHJ Position: Q1 2026 in Review

Bogart Wealth LLC held its iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) position steady in Q1 2026 at 563 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #800.

Bogart Wealth LLC first reported a position in IBHJ in Q4 2025 and has held it in 2 quarters since. The position peaked at $15K in Q4 2025. 48 funds tracked by Wall St. Rank hold IBHJ as of Q1 2026.

  • Bogart Wealth LLC held 563 shares of iShares iBonds 2030 Term High Yield and Income ETF worth $14.8K as of Q1 2026.
  • Bogart Wealth LLC left its iShares iBonds 2030 Term High Yield and Income ETF share count unchanged in Q1 2026.
  • iShares iBonds 2030 Term High Yield and Income ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #800 holding.
  • Bogart Wealth LLC first reported a position in iShares iBonds 2030 Term High Yield and Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Bogart Wealth LLC's iShares iBonds 2030 Term High Yield and Income ETF position peaked at $15K in Q4 2025.
  • 48 funds tracked by Wall St. Rank held iShares iBonds 2030 Term High Yield and Income ETF as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.