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Bogart Wealth LLC’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Bogart Wealth LLC’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$74.5K Buy
3,367
+2
+0.1% +$44 ﹤0.01% 451
2026
Q1 		$75K Buy
3,365
+2
+0.1% +$45 ﹤0.01% 404
2025
Q4 		$75.2K Buy
3,363
+3
+0.1% +$67 ﹤0.01% 377
2025
Q3 		$75.2K Buy
3,360
+2
+0.1% +$45 ﹤0.01% 369
2025
Q2 		$75.1K Buy
3,358
+3
+0.1% +$67 ﹤0.01% 364
2025
Q1 		$74.7K Buy
3,355
+1
+0% +$22 ﹤0.01% 342
2024
Q4 		$73.5K Buy
3,354
+3
+0.1% +$66 ﹤0.01% 346
2024
Q3 		$75.4K Buy
3,351
+2
+0.1% +$45 ﹤0.01% 338
2024
Q2 		$73.1K Buy
3,349
+3
+0.1% +$65 ﹤0.01% 332
2024
Q1 		$73.4K Sell
3,346
-74
-2% -$1.63K ﹤0.01% 320
2023
Q4 		$76K Buy
+3,420
New +$74.2K ﹤0.01% 303

Other funds holding IBTI

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return

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

Bogart Wealth LLC increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 0.06% in Q2 2026, buying an estimated $44 and bringing the position to 3,367 shares worth $74.5K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

Bogart Wealth LLC first reported a position in IBTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $76K in Q4 2023. 81 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • Bogart Wealth LLC held 3,367 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $74.5K as of Q2 2026.
  • Bogart Wealth LLC bought 2 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $44.
  • iShares iBonds Dec 2028 Term Treasury ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #451 holding.
  • Bogart Wealth LLC first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • Bogart Wealth LLC's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $76K in Q4 2023.
  • 81 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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