Bogart Wealth, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Bogart Wealth, LLC
- $2.32 Billion
- Q2 2025
A detailed history of Bogart Wealth, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Bogart Wealth, LLC holds 2,895 shares of IBTF stock, worth $67,511. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,895
Previous 3,120
7.21%
Holding current value
$67,511
Previous $72,000
6.94%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding IBTF
# of Institutions
329Shares Held
70.7MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.14MShares$120 Million1.78% of portfolio
-
Bank Of America Corp Charlotte, NC4.04MShares$94.3 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.56MShares$82.9 Million0.01% of portfolio
-
Colony Group LLC Boston, MA2.65MShares$61.7 Million0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.55MShares$59.6 Million0.02% of portfolio