BWL
IBHL

Bogart Wealth LLC’s iShares iBonds 2032 Term High Yield and Income ETF IBHL Stock Holding History

Bogart Wealth LLC’s Portfolio IBHL Stock Details IBHL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.7K Hold
581
– – ﹤0.01% 804
2025
Q4 		$14.9K Buy
+581
New +$14.9K ﹤0.01% 759

Other funds holding IBHL

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $374M AUM 22.6% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FWTB
First Western Trust Bank Denver, Colorado $1.98B AUM 1.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CB
CNB Bank Clearfield, Pennsylvania $238M AUM 26.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

Bogart Wealth LLC held its iShares iBonds 2032 Term High Yield and Income ETF (IBHL) position steady in Q1 2026 at 581 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #804.

Bogart Wealth LLC first reported a position in IBHL in Q4 2025 and has held it in 2 quarters since. The position peaked at $14.9K in Q4 2025. 11 funds tracked by Wall St. Rank hold IBHL as of Q1 2026.

  • Bogart Wealth LLC held 581 shares of iShares iBonds 2032 Term High Yield and Income ETF worth $14.7K as of Q1 2026.
  • Bogart Wealth LLC left its iShares iBonds 2032 Term High Yield and Income ETF share count unchanged in Q1 2026.
  • iShares iBonds 2032 Term High Yield and Income ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #804 holding.
  • Bogart Wealth LLC first reported a position in iShares iBonds 2032 Term High Yield and Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Bogart Wealth LLC's iShares iBonds 2032 Term High Yield and Income ETF position peaked at $14.9K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held iShares iBonds 2032 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.