Bogart Wealth LLC’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$72.5K	Hold	3,591	–	–	﹤0.01%	462
2026 Q1	$73.3K	Hold	3,591	–	–	﹤0.01%	414
2025 Q4	$73.7K	Buy	3,591 +1,383	+63%	+$28.5K	﹤0.01%	386
2025 Q3	$45.4K	Hold	2,208	–	–	﹤0.01%	483
2025 Q2	$45.3K	Hold	2,208	–	–	﹤0.01%	464
2025 Q1	$44.9K	Hold	2,208	–	–	﹤0.01%	438
2024 Q4	$43.7K	Buy	+2,208	New	+$44.5K	﹤0.01%	434

Other funds holding IBTL

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

TPWA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

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

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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

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

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

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

Bogart Wealth LLC held its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) position steady in Q2 2026 at 3,591 shares worth $72.5K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

Bogart Wealth LLC first reported a position in IBTL in Q4 2024 and has held it in 7 quarters since. The position peaked at $73.7K in Q4 2025. 133 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

Bogart Wealth LLC held 3,591 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $72.5K as of Q2 2026.
Bogart Wealth LLC left its iShares iBonds Dec 2031 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2031 Term Treasury ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #462 holding.
Bogart Wealth LLC first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Bogart Wealth LLC's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $73.7K in Q4 2025.
133 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

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