Bogart Wealth »

Ishares Ibonds Dec 2029 Term T shares owned by Bogart Wealth

Quarter-by-quarter ownership of Ishares Ibonds Dec 2029 Term T (IBTJ) shares owned by Bogart Wealth from 13F filings

Historical chart of Bogart Wealth investment in Ishares Ibonds Dec 2029 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2029 Term T held by Bogart Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Ibonds Dec 2029 Term T by Bogart Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $71k 3.2k 22.10
2024-06-30 $69k 3.2k 21.37
2024-03-31 $69k 3.2k 21.50
2023-12-31 $72k 3.3k 21.78

More positions owned by Bogart Wealth

Exxon Mobil Corp Stock (XOM)
Vanguard S&p 500 Etf Etf (VOO)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Total Bond Market Etf Etf (BND)
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 Ibonds Dec 2029 Term T

Wells Fargo & Company
Atwood & Palmer
Raymond James Financial Services Advisors
Hengehold Capital Management
Bank of America Corporation
Commonwealth Equity Services
Journey Advisory Group
Waycross Investment Management
Envestnet Asset Management
Confluence Investment Management
Probity Advisors
Fagan Associates
Spreng Capital Management
Shelton Wealth Management
D.A. Davidson & Co.

View all funds holding Ishares Ibonds Dec 2029 Term T