BWL
IBDO

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

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 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. 5 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.
  • 5 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.