Bogart Wealth LLC’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.6K | Sell |
2,895
-225
| -7% | -$5.26K | ﹤0.01% | 389 |
|
|
2025
Q1 | $72.9K | Buy |
3,120
+2
| +0.1% | +$47 | ﹤0.01% | 344 |
|
|
2024
Q4 | $72.7K | Buy |
3,118
+2
| +0.1% | +$47 | ﹤0.01% | 347 |
|
|
2024
Q3 | $73K | Buy |
3,116
+1
| +0% | +$23 | ﹤0.01% | 343 |
|
|
2024
Q2 | $72.3K | Buy |
3,115
+3
| +0.1% | +$70 | ﹤0.01% | 334 |
|
|
2024
Q1 | $72.3K | Sell |
3,112
-70
| -2% | -$1.63K | ﹤0.01% | 325 |
|
|
2023
Q4 | $74.1K | Buy |
+3,182
| New | +$74.1K | ﹤0.01% | 308 |
|