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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

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

Quarter filed Position value Share count Share price at filing
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)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Msci Acwi Etf Etf (ACWI)
Vanguard Total International Stock Etf Etf (VXUS)
Victoryshares Core Intermediate Bond Etf Etf (UITB)
Ishares Core Dividend Growth Etf Etf (DGRO)
Jpmorgan International Research Enhanced Equity Etf Jpmorgan International Etf (JIRE)
Invesco S&p Midcap Quality Etf Etf (XMHQ)
Jpmorgan Core Plus Bond Etf Jpmorgan Core Plus Bond Fund Etf (JCPB)
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA)

View all positions for Bogart Wealth

Top funds holding Ishares Ibonds Dec 2029 Term T

Atwood & Palmer
Hengehold Capital Management
Wells Fargo & Company
Waycross Investment Management
Bank of America Corporation
Commonwealth Equity Services
Raymond James Financial Services Advisors
UBS Group
1858 Wealth Management
D.A. Davidson & Co.
Stockman Asset Management
Altus Wealth Group
Stifel Financial
Accretive Wealth Partners
Probity Advisors

View all funds holding Ishares Ibonds Dec 2029 Term T