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Bogart Wealth LLC’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Bogart Wealth LLC’s Portfolio IBTM Stock Details IBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$40.3K Hold
1,775
– – ﹤0.01% 593
2026
Q1 		$40.7K Hold
1,775
– – ﹤0.01% 545
2025
Q4 		$41K Buy
+1,775
New +$41.2K ﹤0.01% 520

Other funds holding IBTM

KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Bogart Wealth LLC held its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) position steady in Q2 2026 at 1,775 shares worth $40.3K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

Bogart Wealth LLC first reported a position in IBTM in Q4 2025 and has held it in 3 quarters since. The position peaked at $41K in Q4 2025. 104 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

  • Bogart Wealth LLC held 1,775 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $40.3K as of Q2 2026.
  • Bogart Wealth LLC left its iShares iBonds Dec 2032 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2032 Term Treasury ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #593 holding.
  • Bogart Wealth LLC first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Bogart Wealth LLC's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $41K in Q4 2025.
  • 104 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

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