Bogart Wealth LLC’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $47.9K | Hold |
992
| – | – | ﹤0.01% | 548 |
|
|
2026
Q1 | $48.1K | Hold |
992
| – | – | ﹤0.01% | 501 |
|
|
2025
Q4 | $48.4K | Hold |
992
| – | – | ﹤0.01% | 478 |
|
|
2025
Q3 | $48.4K | Hold |
992
| – | – | ﹤0.01% | 464 |
|
|
2025
Q2 | $48.3K | Hold |
992
| – | – | ﹤0.01% | 456 |
|
|
2025
Q1 | $48K | Hold |
992
| – | – | ﹤0.01% | 423 |
|
|
2024
Q4 | $47.4K | Hold |
992
| – | – | ﹤0.01% | 421 |
|
|
2024
Q3 | $48.3K | Buy |
992
+287
| +41% | +$13.8K | ﹤0.01% | 423 |
|
|
2024
Q2 | $33.4K | Buy |
705
+118
| +20% | +$5.57K | ﹤0.01% | 466 |
|
|
2024
Q1 | $27.8K | Hold |
587
| – | – | ﹤0.01% | 463 |
|
|
2023
Q4 | $27.9K | Hold |
587
| – | – | ﹤0.01% | 452 |
|
|
2023
Q3 | $27.2K | Hold |
587
| – | – | ﹤0.01% | 429 |
|
|
2023
Q2 | $27.4K | Hold |
587
| – | – | ﹤0.01% | 408 |
|
|
2023
Q1 | $27.7K | Hold |
587
| – | – | ﹤0.01% | 407 |
|
|
2022
Q4 | $27.3K | Hold |
587
| – | – | ﹤0.01% | 382 |
|
|
2022
Q3 | $27K | Hold |
587
| – | – | ﹤0.01% | 390 |
|
|
2022
Q2 | $28K | Hold |
587
| – | – | ﹤0.01% | 370 |
|
|
2022
Q1 | $28K | Sell |
587
-480
| -45% | -$23.7K | ﹤0.01% | 338 |
|
|
2021
Q4 | $54K | Hold |
1,067
| – | – | ﹤0.01% | 254 |
|
|
2021
Q3 | $54K | Hold |
1,067
| – | – | 0.01% | 243 |
|
|
2021
Q2 | $55K | Hold |
1,067
| – | – | 0.01% | 231 |
|
|
2021
Q1 | $55K | Sell |
1,067
-39
| -4% | -$2.01K | 0.01% | 225 |
|
|
2020
Q4 | $57K | Hold |
1,106
| – | – | 0.01% | 187 |
|
|
2020
Q3 | $57K | Hold |
1,106
| – | – | 0.01% | 184 |
|
|
2020
Q2 | $57K | Hold |
1,106
| – | – | 0.01% | 170 |
|
|
2020
Q1 | $56K | Hold |
1,106
| – | – | 0.02% | 158 |
|
|
2019
Q4 | $56K | Hold |
1,106
| – | – | 0.02% | 171 |
|
|
2019
Q3 | $56K | Hold |
1,106
| – | – | 0.03% | 155 |
|
|
2019
Q2 | $55K | Buy |
1,106
+200
| +22% | +$9.98K | 0.03% | 141 |
|
|
2019
Q1 | $45K | Buy |
906
+280
| +45% | +$13.8K | 0.02% | 149 |
|
|
2018
Q4 | $30K | Hold |
626
| – | – | 0.02% | 173 |
|
|
2018
Q3 | $31K | Hold |
626
| – | – | 0.02% | 164 |
|
|
2018
Q2 | $30K | Hold |
626
| – | – | 0.02% | 175 |
|
|
2018
Q1 | $31K | Hold |
626
| – | – | 0.02% | 168 |
|
|
2017
Q4 | $31K | Hold |
626
| – | – | 0.02% | 169 |
|
|
2017
Q3 | $31K | Buy |
+626
| New | +$31.5K | 0.02% | 166 |
|
Other funds holding ISTB
AA
TWP
ST
TA
Bogart Wealth LLC's ISTB Position: Q2 2026 in Review
Bogart Wealth LLC held its iShares Core 1-5 Year USD Bond ETF (ISTB) position steady in Q2 2026 at 992 shares worth $47.9K. The position accounts for ﹤0.01% of the portfolio, ranked #548.
Bogart Wealth LLC first reported a position in ISTB in Q3 2017 and has held it in 36 quarters since. The position peaked at $57K in Q4 2020. 396 funds tracked by Wall St. Rank hold ISTB as of Q2 2026.
- Bogart Wealth LLC held 992 shares of iShares Core 1-5 Year USD Bond ETF worth $47.9K as of Q2 2026.
- Bogart Wealth LLC left its iShares Core 1-5 Year USD Bond ETF share count unchanged in Q2 2026.
- iShares Core 1-5 Year USD Bond ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #548 holding.
- Bogart Wealth LLC first reported a position in iShares Core 1-5 Year USD Bond ETF in Q3 2017 and has held it in 36 quarters since.
- Bogart Wealth LLC's iShares Core 1-5 Year USD Bond ETF position peaked at $57K in Q4 2020.
- 396 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q2 2026.
Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.