BWL
IBTF

Bogart Wealth LLC’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Bogart Wealth LLC’s Portfolio IBTF Stock Details IBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,755
Closed -$64.4K – 1631
2025
Q3 		$64.4K Sell
2,755
-140
-5% -$3.27K ﹤0.01% 405
2025
Q2 		$67.6K Sell
2,895
-225
-7% -$5.25K ﹤0.01% 392
2025
Q1 		$72.9K Buy
3,120
+2
+0.1% +$47 ﹤0.01% 347
2024
Q4 		$72.7K Buy
3,118
+2
+0.1% +$47 ﹤0.01% 349
2024
Q3 		$73K Buy
3,116
+1
+0% +$23 ﹤0.01% 343
2024
Q2 		$72.3K Buy
3,115
+3
+0.1% +$69 ﹤0.01% 334
2024
Q1 		$72.3K Sell
3,112
-70
-2% -$1.63K ﹤0.01% 325
2023
Q4 		$74.1K Buy
+3,182
New +$73.6K ﹤0.01% 308

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Bogart Wealth LLC's IBTF Position: Q4 2025 in Review

Bogart Wealth LLC sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 2,755 shares — an estimated $64.4K sold.

Bogart Wealth LLC first reported a position in IBTF in Q4 2023 and held it in 8 quarters. The position peaked at $74.1K in Q4 2023. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Bogart Wealth LLC reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 2,755 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $64.4K.
  • Bogart Wealth LLC first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2023 and held it in 8 quarters.
  • Bogart Wealth LLC's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $74.1K in Q4 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Bogart Wealth LLC's 13F filing for Q4 2025, filed 30 Jan 2026.