Bogart Wealth LLC
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Bogart Wealth LLC’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bogart Wealth LLC’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$53.9M Buy
603,418
+45,170
+8% +$4.18M 1.77% 14
2026
Q2 		$52.8M Buy
558,248
+29,986
+6% +$2.84M 1.81% 14
2026
Q1 		$50.4M Buy
528,262
+19,992
+4% +$1.92M 1.94% 14
2025
Q4 		$48.9M Buy
508,270
+18,590
+4% +$1.8M 1.96% 14
2025
Q3 		$47.2M Buy
489,680
+16,086
+3% +$1.54M 1.92% 14
2025
Q2 		$45.4M Buy
473,594
+13,511
+3% +$1.28M 1.94% 14
2025
Q1 		$43.9M Sell
460,083
-202,101
-31% -$18.9M 2.07% 14
2024
Q4 		$61.2M Buy
662,184
+34,586
+6% +$3.27M 2.9% 8
2024
Q3 		$61.6M Sell
627,598
-212,558
-25% -$20.5M 2.91% 8
2024
Q2 		$78.7M Buy
840,156
+19,722
+2% +$1.83M 4.01% 5
2024
Q1 		$77.7M Buy
820,434
+99,933
+14% +$9.47M 4% 6
2023
Q4 		$69.4M Buy
720,501
+382,721
+113% +$35.4M 3.92% 7
2023
Q3 		$30.9M Buy
337,780
+168,149
+99% +$15.9M 1.91% 13
2023
Q2 		$16.4M Buy
169,631
+169,465
+102,087% +$16.7M 1.04% 21
2023
Q1 		$16.5K Hold
166
– – ﹤0.01% 492
2022
Q4 		$15.9K Sell
166
-17
-9% -$1.63K ﹤0.01% 464
2022
Q3 		$18K Buy
183
+17
+10% +$1.72K ﹤0.01% 447
2022
Q2 		$17K Buy
166
+154
+1,283% +$15.8K ﹤0.01% 438
2022
Q1 		$1K Hold
12
– – ﹤0.01% 738
2021
Q4 		$1K Hold
12
– – ﹤0.01% 707
2021
Q3 		$1K Hold
12
– – ﹤0.01% 684
2021
Q2 		$1K Hold
12
– – ﹤0.01% 644
2021
Q1 		$1K Hold
12
– – ﹤0.01% 592
2020
Q4 		$1K Hold
12
– – ﹤0.01% 433
2020
Q3 		$1K Hold
12
– – ﹤0.01% 411
2020
Q2 		$1K Hold
12
– – ﹤0.01% 418
2020
Q1 		$1K Hold
12
– – ﹤0.01% 394
2019
Q4 		$1K Sell
12
-3
-20% -$334 ﹤0.01% 379
2019
Q3 		$2K Sell
15
-5
-25% -$558 ﹤0.01% 331
2019
Q2 		$2K Sell
20
-59
-75% -$6.32K ﹤0.01% 309
2019
Q1 		$8K Sell
79
-6
-7% -$627 ﹤0.01% 252
2018
Q4 		$8K Buy
+85
New +$8.61K ﹤0.01% 251

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Bogart Wealth LLC's IEF Position: Q3 2026 in Review

Bogart Wealth LLC increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 8.1% in Q3 2026, buying an estimated $4.18M and bringing the position to 603,418 shares worth $53.9M. The position accounts for 1.77% of the portfolio, ranked #14.

Bogart Wealth LLC first reported a position in IEF in Q4 2018 and has held it in 32 quarters since. The position peaked at $78.7M in Q2 2024. 990 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • Bogart Wealth LLC held 603,418 shares of iShares 7-10 Year Treasury Bond ETF worth $53.9M as of Q3 2026.
  • Bogart Wealth LLC bought 45,170 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $4.18M.
  • iShares 7-10 Year Treasury Bond ETF made up 1.77% of Bogart Wealth LLC's portfolio in Q3 2026, its #14 holding.
  • Bogart Wealth LLC first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2018 and has held it in 32 quarters since.
  • Bogart Wealth LLC's iShares 7-10 Year Treasury Bond ETF position peaked at $78.7M in Q2 2024.
  • 990 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Bogart Wealth LLC's 13F filing for Q3 2026, filed 10 Nov 2026.