Bogart Wealth LLC’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70.2K | Hold |
3,204
| – | – | ﹤0.01% | 378 |
|
|
2025
Q1 | $69.8K | Hold |
3,204
| – | – | ﹤0.01% | 354 |
|
|
2024
Q4 | $68.3K | Hold |
3,204
| – | – | ﹤0.01% | 353 |
|
|
2024
Q3 | $70.8K | Hold |
3,204
| – | – | ﹤0.01% | 348 |
|
|
2024
Q2 | $68.5K | Hold |
3,204
| – | – | ﹤0.01% | 344 |
|
|
2024
Q1 | $68.9K | Sell |
3,204
-77
| -2% | -$1.66K | ﹤0.01% | 332 |
|
|
2023
Q4 | $71.5K | Buy |
+3,281
| New | +$71.5K | ﹤0.01% | 314 |
|