Bogart Wealth LLC’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$69.4K	Hold	3,204	–	–	﹤0.01%	471
2026 Q1	$70K	Hold	3,204	–	–	﹤0.01%	434
2025 Q4	$70.3K	Hold	3,204	–	–	﹤0.01%	402
2025 Q3	$70.3K	Hold	3,204	–	–	﹤0.01%	390
2025 Q2	$70.2K	Hold	3,204	–	–	﹤0.01%	381
2025 Q1	$69.8K	Hold	3,204	–	–	﹤0.01%	357
2024 Q4	$68.3K	Hold	3,204	–	–	﹤0.01%	355
2024 Q3	$70.8K	Hold	3,204	–	–	﹤0.01%	348
2024 Q2	$68.5K	Hold	3,204	–	–	﹤0.01%	344
2024 Q1	$68.9K	Sell	3,204 -77	-2%	-$1.66K	﹤0.01%	332
2023 Q4	$71.5K	Buy	+3,281	New	+$69.4K	﹤0.01%	314

Other funds holding IBTJ

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Bogart Wealth LLC held its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) position steady in Q2 2026 at 3,204 shares worth $69.4K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Bogart Wealth LLC first reported a position in IBTJ in Q4 2023 and has held it in 11 quarters since. The position peaked at $71.5K in Q4 2023. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Bogart Wealth LLC held 3,204 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $69.4K as of Q2 2026.
Bogart Wealth LLC left its iShares iBonds Dec 2029 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2029 Term Treasury ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #471 holding.
Bogart Wealth LLC first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Bogart Wealth LLC's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $71.5K in Q4 2023.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

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