Bogart Wealth, LLC Ishares Ibonds Dec 2025 Term C Transaction History
Bogart Wealth, LLC
- $2.32 Billion
- Q2 2025
A detailed history of Bogart Wealth, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Bogart Wealth, LLC holds 5,145 shares of IBDQ stock, worth $129,242. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,145
Previous 6,157
16.44%
Holding current value
$129,242
Previous $154,000
16.23%
% of portfolio
0.01%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding IBDQ
# of Institutions
436Shares Held
95.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.8MShares$171 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC5.21MShares$131 Million2.97% of portfolio
-
Morgan Stanley New York, NY3.79MShares$95.1 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.29MShares$82.6 Million1.48% of portfolio
-
Lido Advisors, LLC Los Angeles, CA2.98MShares$74.7 Million0.29% of portfolio