Bogart Wealth LLC’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $135K | Buy |
6,124
+73
| +1% | +$1.61K | 0.01% | 291 |
|
|
2025
Q1 | $131K | Sell |
6,051
-909
| -13% | -$19.7K | 0.01% | 272 |
|
|
2024
Q4 | $149K | Buy |
6,960
+351
| +5% | +$7.5K | 0.01% | 251 |
|
|
2024
Q3 | $147K | Buy |
6,609
+909
| +16% | +$20.2K | 0.01% | 254 |
|
|
2024
Q2 | $121K | Hold |
5,700
| – | – | 0.01% | 273 |
|
|
2024
Q1 | $122K | Buy |
5,700
+697
| +14% | +$14.9K | 0.01% | 252 |
|
|
2023
Q4 | $108K | Buy |
5,003
+2,056
| +70% | +$44.5K | 0.01% | 260 |
|
|
2023
Q3 | $60.1K | Buy |
+2,947
| New | +$60.1K | ﹤0.01% | 323 |
|