Bogart Wealth LLC’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $135K | Sell |
5,584
-825
| -13% | -$20K | 0.01% | 289 |
|
|
2025
Q1 | $155K | Buy |
6,409
+1
| +0% | +$24 | 0.01% | 247 |
|
|
2024
Q4 | $154K | Buy |
6,408
+3
| +0% | +$72 | 0.01% | 242 |
|
|
2024
Q3 | $156K | Buy |
6,405
+831
| +15% | +$20.2K | 0.01% | 240 |
|
|
2024
Q2 | $133K | Buy |
5,574
+2
| +0% | +$48 | 0.01% | 259 |
|
|
2024
Q1 | $133K | Buy |
5,572
+629
| +13% | +$15K | 0.01% | 237 |
|
|
2023
Q4 | $118K | Buy |
4,943
+2,286
| +86% | +$54.6K | 0.01% | 244 |
|
|
2023
Q3 | $62K | Buy |
+2,657
| New | +$62K | ﹤0.01% | 310 |
|