Bogart Wealth LLC’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75.1K | Buy |
3,358
+3
| +0.1% | +$67 | ﹤0.01% | 362 |
|
|
2025
Q1 | $74.7K | Buy |
3,355
+1
| +0% | +$22 | ﹤0.01% | 339 |
|
|
2024
Q4 | $73.5K | Buy |
3,354
+3
| +0.1% | +$66 | ﹤0.01% | 344 |
|
|
2024
Q3 | $75.4K | Buy |
3,351
+2
| +0.1% | +$45 | ﹤0.01% | 338 |
|
|
2024
Q2 | $73.1K | Buy |
3,349
+3
| +0.1% | +$65 | ﹤0.01% | 332 |
|
|
2024
Q1 | $73.4K | Sell |
3,346
-74
| -2% | -$1.62K | ﹤0.01% | 320 |
|
|
2023
Q4 | $76K | Buy |
+3,420
| New | +$76K | ﹤0.01% | 303 |
|