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Ishares Tr ibonds dec 29 shares owned by Bogart Wealth

Quarter-by-quarter ownership of Ishares Tr ibonds dec 29 (IBDU) shares owned by Bogart Wealth from 13F filings

Historical chart of Bogart Wealth investment in Ishares Tr ibonds dec 29

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds dec 29 held by Bogart Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibonds dec 29 by Bogart Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $153k 6.5k 23.51
2024-06-30 $128k 5.7k 22.67
2024-03-31 $129k 5.7k 22.82
2023-12-31 $115k 5.0k 23.07
2023-09-30 $61k 2.8k 21.90

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Exxon Mobil Corp Stock (XOM)
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Ishares Msci Acwi Etf Etf (ACWI)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
Victoryshares Core Intermediate Bond Etf Etf (UITB)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)
Ishares Core Dividend Growth Etf Etf (DGRO)
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA)
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)
Vanguard Total International Stock Etf Etf (VXUS)
Capital Group Dividend Value Etf Etf (CGDV)
Jpmorgan Core Plus Bond Etf Etf (JCPB)

View all positions for Bogart Wealth

Top funds holding Ishares Tr ibonds dec 29

Capital Advisors
Aptus Capital Advisors
Morgan Stanley
Bank of America Corporation
Capital Investment Advisors
Envestnet Asset Management
Royal Bank of Canada
Woodmont Investment Counsel
Raymond James Financial Services Advisors
Venture Visionary Partners
HighTower Advisors
Klingman & Associates
Wells Fargo & Company
Benjamin Edwards
LPL Financial

View all funds holding Ishares Tr ibonds dec 29