Bogart Wealth LLC’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$134K	Hold
2025 Q2	$133K	Buy
2025 Q1	$131K	Sell
2024 Q4	$148K	Hold
2024 Q3	$153K	Buy
2024 Q2	$128K	Hold
2024 Q1	$129K	Buy
2023 Q4	$115K	Buy
2023 Q3	$60.8K	Buy