BWL
IBDP

Bogart Wealth LLC’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Bogart Wealth LLC’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,427
Closed -$112K – 1382
2024
Q3 		$112K Hold
4,427
– – 0.01% 296
2024
Q2 		$111K Hold
4,427
– – 0.01% 287
2024
Q1 		$111K Sell
4,427
-66
-1% -$1.65K 0.01% 269
2023
Q4 		$112K Buy
4,493
+1,956
+77% +$48.5K 0.01% 255
2023
Q3 		$62.7K Buy
+2,537
New +$62.5K ﹤0.01% 305

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Bogart Wealth LLC's IBDP Position: Q4 2024 in Review

Bogart Wealth LLC sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 4,427 shares — an estimated $112K sold.

Bogart Wealth LLC first reported a position in IBDP in Q3 2023 and held it in 5 quarters. The position peaked at $112K in Q4 2023. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Bogart Wealth LLC reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Bogart Wealth LLC sold 4,427 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $112K.
  • Bogart Wealth LLC first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2023 and held it in 5 quarters.
  • Bogart Wealth LLC's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $112K in Q4 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Bogart Wealth LLC's 13F filing for Q4 2024, filed 30 Jan 2025.