Bogart Wealth LLC’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-565
| Closed | -$14.7K | – | 1395 |
|
|
2024
Q3 | $14.7K | Hold |
565
| – | – | ﹤0.01% | 605 |
|
|
2024
Q2 | $14.7K | Hold |
565
| – | – | ﹤0.01% | 590 |
|
|
2024
Q1 | $14.7K | Hold |
565
| – | – | ﹤0.01% | 578 |
|
|
2023
Q4 | $14.7K | Hold |
565
| – | – | ﹤0.01% | 555 |
|
|
2023
Q3 | $14.5K | Hold |
565
| – | – | ﹤0.01% | 528 |
|
|
2023
Q2 | $14.6K | Sell |
565
-941
| -62% | -$24.2K | ﹤0.01% | 518 |
|
|
2023
Q1 | $39K | Hold |
1,506
| – | – | ﹤0.01% | 350 |
|
|
2022
Q4 | $38.8K | Hold |
1,506
| – | – | ﹤0.01% | 327 |
|
|
2022
Q3 | $38K | Hold |
1,506
| – | – | ﹤0.01% | 337 |
|
|
2022
Q2 | $39K | Hold |
1,506
| – | – | ﹤0.01% | 321 |
|
|
2022
Q1 | $39K | Hold |
1,506
| – | – | ﹤0.01% | 301 |
|
|
2021
Q4 | $40K | Hold |
1,506
| – | – | ﹤0.01% | 287 |
|
|
2021
Q3 | $41K | Hold |
1,506
| – | – | ﹤0.01% | 269 |
|
|
2021
Q2 | $41K | Hold |
1,506
| – | – | ﹤0.01% | 257 |
|
|
2021
Q1 | $41K | Hold |
1,506
| – | – | 0.01% | 241 |
|
|
2020
Q4 | $40K | Hold |
1,506
| – | – | 0.01% | 211 |
|
|
2020
Q3 | $40K | Hold |
1,506
| – | – | 0.01% | 208 |
|
|
2020
Q2 | $41K | Buy |
+1,506
| New | +$41K | 0.01% | 194 |
|