Bogart Wealth LLC’s iShares Core 10+ Year USD Bond ETF ILTB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$591	Hold	12	–	–	﹤0.01%	1742
2026 Q1	$588	Hold	12	–	–	﹤0.01%	1540
2025 Q4	$596	Hold	12	–	–	﹤0.01%	1410
2025 Q3	$606	Hold	12	–	–	﹤0.01%	1362
2025 Q2	$593	Hold	12	–	–	﹤0.01%	1305
2025 Q1	$600	Hold	12	–	–	﹤0.01%	1240
2024 Q4	$584	Hold	12	–	–	﹤0.01%	1263
2024 Q3	$639	Hold	12	–	–	﹤0.01%	1056
2024 Q2	$597	Buy	+12	New	+$595	﹤0.01%	1042

Other funds holding ILTB

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

RetireMitten Financial Milford, Michigan $237M AUM

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return

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

Bogart Wealth LLC held its iShares Core 10+ Year USD Bond ETF (ILTB) position steady in Q2 2026 at 12 shares worth $591. The position accounts for ﹤0.01% of the portfolio, ranked #1742.

Bogart Wealth LLC first reported a position in ILTB in Q2 2024 and has held it in 9 quarters since. The position peaked at $639 in Q3 2024. 88 funds tracked by Wall St. Rank hold ILTB as of Q2 2026.

Bogart Wealth LLC held 12 shares of iShares Core 10+ Year USD Bond ETF worth $591 as of Q2 2026.
Bogart Wealth LLC left its iShares Core 10+ Year USD Bond ETF share count unchanged in Q2 2026.
iShares Core 10+ Year USD Bond ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1742 holding.
Bogart Wealth LLC first reported a position in iShares Core 10+ Year USD Bond ETF in Q2 2024 and has held it in 9 quarters since.
Bogart Wealth LLC's iShares Core 10+ Year USD Bond ETF position peaked at $639 in Q3 2024.
88 funds tracked by Wall St. Rank held iShares Core 10+ Year USD Bond ETF as of Q2 2026.

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