Bogart Wealth LLC’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Bogart Wealth LLC’s Portfolio IBDO Stock Details IBDO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,473	Closed	-$62.7K	–	1131
2023 Q3	$62.7K	Buy	+2,473	New	+$62.5K	﹤0.01%	306

Other funds holding IBDO

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

LWANC

Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Bogart Wealth LLC's IBDO Position: Q4 2023 in Review

Bogart Wealth LLC sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 2,473 shares — an estimated $62.7K sold.

Bogart Wealth LLC first reported a position in IBDO in Q3 2023 and held it in 1 quarter. The position peaked at $62.7K in Q3 2023. 4 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

Bogart Wealth LLC reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
Bogart Wealth LLC sold 2,473 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $62.7K.
Bogart Wealth LLC first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q3 2023 and held it in 1 quarter.
Bogart Wealth LLC's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $62.7K in Q3 2023.
4 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Bogart Wealth LLC's 13F filing for Q4 2023, filed 7 Feb 2024.