BWL
IBTE

Bogart Wealth LLC’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Bogart Wealth LLC’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,805
Closed -$67.3K – 1387
2024
Q3 		$67.3K Hold
2,805
– – ﹤0.01% 357
2024
Q2 		$67.3K Hold
2,805
– – ﹤0.01% 347
2024
Q1 		$67.2K Sell
2,805
-69
-2% -$1.65K ﹤0.01% 335
2023
Q4 		$68.6K Buy
+2,874
New +$68.6K ﹤0.01% 323