Bogart Wealth LLC’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $133K | Buy |
5,693
+43
| +0.8% | +$1K | 0.01% | 297 |
|
|
2025
Q1 | $131K | Sell |
5,650
-857
| -13% | -$19.8K | 0.01% | 274 |
|
|
2024
Q4 | $148K | Hold |
6,507
| – | – | 0.01% | 252 |
|
|
2024
Q3 | $153K | Buy |
6,507
+857
| +15% | +$20.1K | 0.01% | 245 |
|
|
2024
Q2 | $128K | Hold |
5,650
| – | – | 0.01% | 264 |
|
|
2024
Q1 | $129K | Buy |
5,650
+654
| +13% | +$14.9K | 0.01% | 243 |
|
|
2023
Q4 | $115K | Buy |
4,996
+2,219
| +80% | +$51.2K | 0.01% | 251 |
|
|
2023
Q3 | $60.8K | Buy |
+2,777
| New | +$60.8K | ﹤0.01% | 318 |
|