Bogart Wealth, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Bogart Wealth, LLC

$2.11 Billion
Q1 2025

A detailed history of Bogart Wealth, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Bogart Wealth, LLC holds 5,604 shares of IBDS stock, worth $135,784. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,604

Previous 6,428 12.82%

Holding current value

$135,784

Previous $154,000 12.34%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$23.9 - $24.18 $19,693 - $19,924	-824 Reduced 12.82%	5,604 $135,000
Q4 2024 Jan 29, 2025	BUY	$23.88 - $24.32 $71 - $72	3 Added 0.05%	6,428 $154,000
Q3 2024 Oct 22, 2024	BUY	$23.63 - $24.42 $19,565 - $20,219	828 Added 14.79%	6,425 $156,000
Q2 2024 Jul 31, 2024	BUY	$23.48 - $23.77 $70 - $71	3 Added 0.05%	5,597 $132,000
Q1 2024 Apr 25, 2024	BUY	$23.67 - $24.03 $14,888 - $15,114	629 Added 12.67%	5,594 $133,000
Q4 2023 Feb 06, 2024	BUY	$22.84 - $23.94 $52,737 - $55,277	2,309 Added 86.94%	4,965 $118,000
Q3 2023 Oct 30, 2023	BUY	$23.07 - $23.6 $61,273 - $62,681	2,656 New	2,656 $61,000

Others Institutions Holding IBDS

# of Institutions

394

Shares Held

105M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

Ticker IBDS
Sector ETFs
Industry ETFs

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Bogart Wealth, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History