BWL
IBML

Bogart Wealth LLC’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Bogart Wealth LLC’s Portfolio IBML Stock Details IBML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-571
Closed -$14.6K – 1132
2023
Q3 		$14.6K Hold
571
– – ﹤0.01% 527
2023
Q2 		$14.6K Sell
571
-949
-62% -$24.1K ﹤0.01% 517
2023
Q1 		$38.7K Hold
1,520
– – ﹤0.01% 353
2022
Q4 		$38.5K Hold
1,520
– – ﹤0.01% 329
2022
Q3 		$38K Hold
1,520
– – ﹤0.01% 337
2022
Q2 		$39K Hold
1,520
– – ﹤0.01% 320
2022
Q1 		$39K Hold
1,520
– – ﹤0.01% 303
2021
Q4 		$39K Hold
1,520
– – ﹤0.01% 290
2021
Q3 		$40K Hold
1,520
– – ﹤0.01% 271
2021
Q2 		$40K Hold
1,520
– – ﹤0.01% 261
2021
Q1 		$40K Hold
1,520
– – 0.01% 242
2020
Q4 		$39K Hold
1,520
– – 0.01% 214
2020
Q3 		$39K Hold
1,520
– – 0.01% 210
2020
Q2 		$40K Buy
+1,520
New +$39.5K 0.01% 195

Other funds holding IBML

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Bogart Wealth LLC's IBML Position: Q4 2023 in Review

Bogart Wealth LLC sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 571 shares — an estimated $14.6K sold.

Bogart Wealth LLC first reported a position in IBML in Q2 2020 and held it in 14 quarters. The position peaked at $40K in Q3 2021. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • Bogart Wealth LLC reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Bogart Wealth LLC sold 571 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $14.6K.
  • Bogart Wealth LLC first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q2 2020 and held it in 14 quarters.
  • Bogart Wealth LLC's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $40K in Q3 2021.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Bogart Wealth LLC's 13F filing for Q4 2023, filed 7 Feb 2024.