BWL
IBHK

Bogart Wealth LLC’s iShares iBonds 2031 Term High Yield and Income ETF IBHK Stock Holding History

Bogart Wealth LLC’s Portfolio IBHK Stock Details IBHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.9K Hold
578
– – ﹤0.01% 883
2026
Q1 		$14.7K Hold
578
– – ﹤0.01% 802
2025
Q4 		$14.9K Buy
+578
New +$14.9K ﹤0.01% 760

Other funds holding IBHK

FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
KTM
Keeler Thomas Management Orem, Utah $282M AUM 12.67% 1-Year Est. Return
HSG
Helen Stephens Group Fort Worth, Texas $589M AUM 18.4% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
BC
Barrett & Company Providence, Rhode Island $357M AUM 22.45% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Bogart Wealth LLC held its iShares iBonds 2031 Term High Yield and Income ETF (IBHK) position steady in Q2 2026 at 578 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #883.

Bogart Wealth LLC first reported a position in IBHK in Q4 2025 and has held it in 3 quarters since. The position peaked at $14.9K in Q4 2025. 9 funds tracked by Wall St. Rank hold IBHK as of Q2 2026.

  • Bogart Wealth LLC held 578 shares of iShares iBonds 2031 Term High Yield and Income ETF worth $14.9K as of Q2 2026.
  • Bogart Wealth LLC left its iShares iBonds 2031 Term High Yield and Income ETF share count unchanged in Q2 2026.
  • iShares iBonds 2031 Term High Yield and Income ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #883 holding.
  • Bogart Wealth LLC first reported a position in iShares iBonds 2031 Term High Yield and Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Bogart Wealth LLC's iShares iBonds 2031 Term High Yield and Income ETF position peaked at $14.9K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held iShares iBonds 2031 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.