Bogart Wealth, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Bogart Wealth, LLC

$2.11 Billion
Q1 2025

A detailed history of Bogart Wealth, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Bogart Wealth, LLC holds 5,382 shares of IBDT stock, worth $136,487. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,382

Previous 6,168 12.74%

Holding current value

$136,487

Previous $153,000 11.76%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$24.79 - $25.26 $19,484 - $19,854	-786 Reduced 12.74%	5,382 $135,000
Q4 2024 Jan 29, 2025	BUY	$24.82 - $25.48 $49 - $50	2 Added 0.03%	6,168 $153,000
Q3 2024 Oct 22, 2024	BUY	$24.62 - $25.59 $19,425 - $20,190	789 Added 14.67%	6,166 $157,000
Q2 2024 Jul 31, 2024	BUY	$24.4 - $24.86 $73 - $74	3 Added 0.06%	5,377 $133,000
Q1 2024 Apr 25, 2024	BUY	$24.69 - $25.14 $14,838 - $15,109	601 Added 12.59%	5,374 $133,000
Q4 2023 Feb 06, 2024	BUY	$23.63 - $25.1 $52,718 - $55,998	2,231 Added 87.77%	4,773 $119,000
Q3 2023 Oct 30, 2023	BUY	$23.94 - $24.67 $60,855 - $62,711	2,542 New	2,542 $61,000

Others Institutions Holding IBDT

# of Institutions

354

Shares Held

84.7M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

Ticker IBDT
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Bogart Wealth, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History