Bogart Wealth LLC’s iShares Trust iShares Core Universal USD Bond ETF IUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.25K | Hold |
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|
2025
Q2 | $4.21K | Hold |
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|
2025
Q1 | $4.19K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $141K | Sell |
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|
2024
Q2 | $144K | Buy |
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|
2024
Q1 | $137K | Hold |
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|
2023
Q4 | $138K | Hold |
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|
2023
Q3 | $131K | Hold |
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|
2023
Q2 | $136K | Hold |
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|
2023
Q1 | $138K | Hold |
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|
2022
Q4 | $135K | Hold |
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|
2022
Q3 | $134K | Hold |
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|
2022
Q2 | $140K | Sell |
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|
2022
Q1 | $160K | Buy |
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|
2021
Q4 | $159K | Hold |
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|
2021
Q3 | $160K | Hold |
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|
2021
Q2 | $160K | Buy |
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