Bogart Wealth LLC’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $138K | Buy |
5,423
+41
| +0.8% | +$1.04K | 0.01% | 286 |
|
|
2025
Q1 | $136K | Sell |
5,382
-786
| -13% | -$19.9K | 0.01% | 266 |
|
|
2024
Q4 | $154K | Buy |
6,168
+2
| +0% | +$50 | 0.01% | 246 |
|
|
2024
Q3 | $157K | Buy |
6,166
+789
| +15% | +$20.1K | 0.01% | 236 |
|
|
2024
Q2 | $133K | Buy |
5,377
+3
| +0.1% | +$74 | 0.01% | 255 |
|
|
2024
Q1 | $134K | Buy |
5,374
+601
| +13% | +$15K | 0.01% | 235 |
|
|
2023
Q4 | $120K | Buy |
4,773
+2,231
| +88% | +$56K | 0.01% | 240 |
|
|
2023
Q3 | $61.1K | Buy |
+2,542
| New | +$61.1K | ﹤0.01% | 316 |
|