Bogart Wealth LLC’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$135K	Sell
2025 Q1	$155K	Buy
2024 Q4	$154K	Buy
2024 Q3	$156K	Buy
2024 Q2	$133K	Buy
2024 Q1	$133K	Buy
2023 Q4	$118K	Buy
2023 Q3	$62K	Buy