Bogart Wealth, LLC Ishares Ibonds Dec 2025 Term C Transaction History
Bogart Wealth, LLC
- $2.46 Billion
- Q3 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 4,473 shares of IBDQ stock, worth $112,406. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,473
Previous 5,145
13.06%
Holding current value
$112,406
Previous $129,000
13.18%
% of portfolio
0.0%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding IBDQ
# of Institutions
413Shares Held
84.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.38MShares$160 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.51MShares$88.2 Million1.31% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.48MShares$87.5 Million0.28% of portfolio
-
Morgan Stanley New York, NY3.21MShares$80.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.67MShares$67.1 Million0.02% of portfolio