BWL
Bogart Wealth LLC’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.4K | Hold |
1,239
| – | – | ﹤0.01% | 400 |
|
|
2025
Q1 | $64.9K | Hold |
1,239
| – | – | ﹤0.01% | 368 |
|
|
2024
Q4 | $64.1K | Buy |
1,239
+1,118
| +924% | +$57.8K | ﹤0.01% | 363 |
|
|
2024
Q3 | $6.37K | Hold |
121
| – | – | ﹤0.01% | 783 |
|
|
2024
Q2 | $6.2K | Hold |
121
| – | – | ﹤0.01% | 747 |
|
|
2024
Q1 | $6.21K | Hold |
121
| – | – | ﹤0.01% | 727 |
|
|
2023
Q4 | $6.2K | Sell |
121
-9
| -7% | -$461 | ﹤0.01% | 709 |
|
|
2023
Q3 | $6.48K | Sell |
130
-5
| -4% | -$249 | ﹤0.01% | 668 |
|
|
2023
Q2 | $6.77K | Sell |
135
-16
| -11% | -$803 | ﹤0.01% | 647 |
|
|
2023
Q1 | $7.63K | Sell |
151
-62
| -29% | -$3.13K | ﹤0.01% | 643 |
|
|
2022
Q4 | $10.6K | Hold |
213
| – | – | ﹤0.01% | 531 |
|
|
2022
Q3 | $10K | Sell |
213
-13
| -6% | -$610 | ﹤0.01% | 541 |
|
|
2022
Q2 | $11K | Sell |
226
-101
| -31% | -$4.92K | ﹤0.01% | 517 |
|
|
2022
Q1 | $17K | Sell |
327
-324
| -50% | -$16.8K | ﹤0.01% | 408 |
|
|
2021
Q4 | $35K | Hold |
651
| – | – | ﹤0.01% | 304 |
|
|
2021
Q3 | $36K | Sell |
651
-767
| -54% | -$42.4K | ﹤0.01% | 285 |
|
|
2021
Q2 | $78K | Sell |
1,418
-624
| -31% | -$34.3K | 0.01% | 208 |
|
|
2021
Q1 | $112K | Sell |
2,042
-316,236
| -99% | -$17.3M | 0.02% | 161 |
|
|
2020
Q4 | $17.6M | Buy |
318,278
+22,193
| +7% | +$1.22M | 3.26% | 9 |
|
|
2020
Q3 | $16.3M | Buy |
296,085
+26,748
| +10% | +$1.47M | 3.61% | 9 |
|
|
2020
Q2 | $14.7M | Buy |
269,337
+7,033
| +3% | +$385K | 3.46% | 9 |
|
|
2020
Q1 | $13.7M | Buy |
+262,304
| New | +$13.7M | 3.75% | 10 |
|