Bogart Wealth LLC’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-571
| Closed | -$14.6K | – | 1138 |
|
|
2023
Q3 | $14.6K | Hold |
571
| – | – | ﹤0.01% | 527 |
|
|
2023
Q2 | $14.6K | Sell |
571
-949
| -62% | -$24.2K | ﹤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% | 336 |
|
|
2022
Q2 | $39K | Hold |
1,520
| – | – | ﹤0.01% | 320 |
|
|
2022
Q1 | $39K | Hold |
1,520
| – | – | ﹤0.01% | 300 |
|
|
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 | +$40K | 0.01% | 195 |
|