Bogart Wealth LLC’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Bogart Wealth LLC’s Portfolio IBTG Stock Details IBTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$68.1K	Hold	2,976	–	–	﹤0.01%	475
2026 Q1	$68.2K	Hold	2,976	–	–	﹤0.01%	439
2025 Q4	$68.1K	Sell	2,976 -268	-8%	-$6.14K	﹤0.01%	406
2025 Q3	$74.4K	Buy	3,244 +3	+0.1%	+$69	﹤0.01%	373
2025 Q2	$74.3K	Buy	3,241 +4	+0.1%	+$92	﹤0.01%	368
2025 Q1	$74.2K	Sell	3,237 -96	-3%	-$2.19K	﹤0.01%	344
2024 Q4	$76K	Buy	3,333 +104	+3%	+$2.38K	﹤0.01%	340
2024 Q3	$74.5K	Buy	3,229 +2	+0.1%	+$46	﹤0.01%	341
2024 Q2	$73.1K	Buy	3,227 +2	+0.1%	+$45	﹤0.01%	331
2024 Q1	$73.2K	Sell	3,225 -67	-2%	-$1.52K	﹤0.01%	321
2023 Q4	$75.2K	Buy	+3,292	New	+$74.3K	﹤0.01%	306

Other funds holding IBTG

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

Bogart Wealth LLC held its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) position steady in Q2 2026 at 2,976 shares worth $68.1K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Bogart Wealth LLC first reported a position in IBTG in Q4 2023 and has held it in 11 quarters since. The position peaked at $76K in Q4 2024. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Bogart Wealth LLC held 2,976 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $68.1K as of Q2 2026.
Bogart Wealth LLC left its iShares iBonds Dec 2026 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2026 Term Treasury ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #475 holding.
Bogart Wealth LLC first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Bogart Wealth LLC's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $76K in Q4 2024.
317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

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