Bogart Wealth LLC’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74.3K | Buy |
3,241
+4
| +0.1% | +$92 | ﹤0.01% | 366 |
|
|
2025
Q1 | $74.2K | Sell |
3,237
-96
| -3% | -$2.2K | ﹤0.01% | 341 |
|
|
2024
Q4 | $76K | Buy |
3,333
+104
| +3% | +$2.37K | ﹤0.01% | 338 |
|
|
2024
Q3 | $74.5K | Buy |
3,229
+2
| +0.1% | +$46 | ﹤0.01% | 341 |
|
|
2024
Q2 | $73.1K | Buy |
3,227
+2
| +0.1% | +$45 | ﹤0.01% | 331 |
|
|
2024
Q1 | $73.2K | Sell |
3,225
-67
| -2% | -$1.52K | ﹤0.01% | 321 |
|
|
2023
Q4 | $75.2K | Buy |
+3,292
| New | +$75.2K | ﹤0.01% | 306 |
|