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Bogart Wealth LLC’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Bogart Wealth LLC’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-48
Closed -$5K – 1180
2022
Q3 		$5K Buy
+48
New +$5.28K ﹤0.01% 697

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Envestnet Asset Management
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UBS Group
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Wells Fargo
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Betterment LLC
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Charles Schwab
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SW
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Bogart Wealth LLC's SHV Position: Q4 2022 in Review

Bogart Wealth LLC sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2022, closing a stake of 48 shares — an estimated $5K sold.

Bogart Wealth LLC first reported a position in SHV in Q3 2022 and held it in 1 quarter. The position peaked at $5K in Q3 2022. 595 funds tracked by Wall St. Rank hold SHV as of Q4 2022.

  • Bogart Wealth LLC reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Bogart Wealth LLC sold 48 iShares 0-1 Year Treasury Bond ETF shares in Q4 2022, an estimated $5K.
  • Bogart Wealth LLC first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2022 and held it in 1 quarter.
  • Bogart Wealth LLC's iShares 0-1 Year Treasury Bond ETF position peaked at $5K in Q3 2022.
  • 595 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2022.

Based on Bogart Wealth LLC's 13F filing for Q4 2022, filed 6 Feb 2023.