Bogart Wealth LLC’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70.6K | Hold |
3,560
| – | – | ﹤0.01% | 376 |
|
|
2025
Q1 | $70K | Hold |
3,560
| – | – | ﹤0.01% | 353 |
|
|
2024
Q4 | $68.3K | Buy |
3,560
+1,432
| +67% | +$27.5K | ﹤0.01% | 354 |
|
|
2024
Q3 | $42.7K | Hold |
2,128
| – | – | ﹤0.01% | 442 |
|
|
2024
Q2 | $41K | Hold |
2,128
| – | – | ﹤0.01% | 439 |
|
|
2024
Q1 | $41.3K | Sell |
2,128
-85
| -4% | -$1.65K | ﹤0.01% | 416 |
|
|
2023
Q4 | $43.6K | Buy |
+2,213
| New | +$43.6K | ﹤0.01% | 395 |
|