Bogart Wealth LLC’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$136K	Buy
2025 Q1	$136K	Sell
2024 Q4	$154K	Buy
2024 Q3	$157K	Buy
2024 Q2	$133K	Buy
2024 Q1	$133K	Buy
2023 Q4	$119K	Buy
2023 Q3	$61.5K	Buy