Bogart Wealth LLC’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $136K | Buy |
5,606
+2
| +0% | +$49 | 0.01% | 288 |
|
|
2025
Q1 | $136K | Sell |
5,604
-824
| -13% | -$19.9K | 0.01% | 268 |
|
|
2024
Q4 | $154K | Buy |
6,428
+3
| +0% | +$72 | 0.01% | 244 |
|
|
2024
Q3 | $157K | Buy |
6,425
+828
| +15% | +$20.2K | 0.01% | 237 |
|
|
2024
Q2 | $133K | Buy |
5,597
+3
| +0.1% | +$71 | 0.01% | 258 |
|
|
2024
Q1 | $133K | Buy |
5,594
+629
| +13% | +$15K | 0.01% | 236 |
|
|
2023
Q4 | $119K | Buy |
4,965
+2,309
| +87% | +$55.3K | 0.01% | 241 |
|
|
2023
Q3 | $61.5K | Buy |
+2,656
| New | +$61.5K | ﹤0.01% | 315 |
|