Bogart Wealth LLC’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$136K	Hold
2025 Q2	$135K	Buy
2025 Q1	$131K	Sell
2024 Q4	$149K	Buy
2024 Q3	$147K	Buy
2024 Q2	$121K	Hold
2024 Q1	$122K	Buy
2023 Q4	$108K	Buy
2023 Q3	$60.1K	Buy