Bogart Wealth LLC’s iShares US Treasury Bond ETF GOVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110K | Buy |
4,797
+4
| +0.1% | +$92 | ﹤0.01% | 320 |
|
|
2025
Q1 | $110K | Buy |
4,793
+3
| +0.1% | +$69 | 0.01% | 293 |
|
|
2024
Q4 | $110K | Buy |
4,790
+2
| +0% | +$46 | 0.01% | 300 |
|
|
2024
Q3 | $112K | Buy |
4,788
+142
| +3% | +$3.33K | 0.01% | 295 |
|
|
2024
Q2 | $105K | Sell |
4,646
-65
| -1% | -$1.47K | 0.01% | 293 |
|
|
2024
Q1 | $107K | Buy |
4,711
+356
| +8% | +$8.11K | 0.01% | 273 |
|
|
2023
Q4 | $100K | Sell |
4,355
-481
| -10% | -$11.1K | 0.01% | 271 |
|
|
2023
Q3 | $107K | Sell |
4,836
-1,649
| -25% | -$36.3K | 0.01% | 244 |
|
|
2023
Q2 | $149K | Buy |
6,485
+277
| +4% | +$6.34K | 0.01% | 211 |
|
|
2023
Q1 | $145K | Buy |
6,208
+4,019
| +184% | +$94K | 0.01% | 199 |
|
|
2022
Q4 | $49.7K | Sell |
2,189
-1,679
| -43% | -$38.1K | ﹤0.01% | 300 |
|
|
2022
Q3 | $88K | Hold |
3,868
| – | – | 0.01% | 239 |
|
|
2022
Q2 | $92K | Hold |
3,868
| – | – | 0.01% | 219 |
|
|
2022
Q1 | $96K | Sell |
3,868
-1,020
| -21% | -$25.3K | 0.01% | 215 |
|
|
2021
Q4 | $130K | Buy |
4,888
+3,780
| +341% | +$101K | 0.01% | 176 |
|
|
2021
Q3 | $29K | Hold |
1,108
| – | – | ﹤0.01% | 307 |
|
|
2021
Q2 | $29K | Hold |
1,108
| – | – | ﹤0.01% | 297 |
|
|
2021
Q1 | $29K | Buy |
+1,108
| New | +$29K | ﹤0.01% | 281 |
|