Bogart Wealth LLC’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-565
| Closed | -$14.7K | – | 1387 |
|
|
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% | 338 |
|
|
2022
Q2 | $39K | Hold |
1,506
| – | – | ﹤0.01% | 321 |
|
|
2022
Q1 | $39K | Hold |
1,506
| – | – | ﹤0.01% | 304 |
|
|
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 | +$40.1K | 0.01% | 194 |
|
Other funds holding IBMM
Bogart Wealth LLC's IBMM Position: Q4 2024 in Review
Bogart Wealth LLC sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 565 shares — an estimated $14.7K sold.
Bogart Wealth LLC first reported a position in IBMM in Q2 2020 and held it in 18 quarters. The position peaked at $41K in Q3 2021. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.
- Bogart Wealth LLC reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
- Bogart Wealth LLC sold 565 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $14.7K.
- Bogart Wealth LLC first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q2 2020 and held it in 18 quarters.
- Bogart Wealth LLC's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $41K in Q3 2021.
- 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.
Based on Bogart Wealth LLC's 13F filing for Q4 2024, filed 30 Jan 2025.