Bogart Wealth LLC’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74.4K | Buy |
3,308
+2
| +0.1% | +$45 | ﹤0.01% | 365 |
|
|
2025
Q1 | $74.1K | Buy |
3,306
+2
| +0.1% | +$45 | ﹤0.01% | 342 |
|
|
2024
Q4 | $73.3K | Buy |
3,304
+3
| +0.1% | +$67 | ﹤0.01% | 345 |
|
|
2024
Q3 | $74.7K | Buy |
3,301
+2
| +0.1% | +$45 | ﹤0.01% | 340 |
|
|
2024
Q2 | $72.8K | Buy |
3,299
+3
| +0.1% | +$66 | ﹤0.01% | 333 |
|
|
2024
Q1 | $73K | Sell |
3,296
-74
| -2% | -$1.64K | ﹤0.01% | 322 |
|
|
2023
Q4 | $75.4K | Buy |
+3,370
| New | +$75.4K | ﹤0.01% | 304 |
|