Bogart Wealth, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History

Bogart Wealth, LLC

  • $2.1 Billion
  • Q3 2024

A detailed history of Bogart Wealth, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Bogart Wealth, LLC holds 6,507 shares of IBDU stock, worth $148,489. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,507
Previous 5,650 15.17%
Holding current value
$148,489
Previous $128,000 18.75%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024
BUY
$22.51 - $23.57 $19,291 - $20,199
857 Added 15.17%
6,507 $152,000
Q1 2024

Apr 25, 2024
BUY
$22.61 - $23.1 $14,786 - $15,107
654 Added 13.09%
5,650 $128,000
Q4 2023

Feb 06, 2024
BUY
$21.44 - $23.11 $47,575 - $51,281
2,219 Added 79.91%
4,996 $115,000
Q3 2023

Oct 30, 2023
BUY
$21.83 - $22.62 $60,621 - $62,815
2,777 New
2,777 $60,000

Others Institutions Holding IBDU

# of Institutions
234
Shares Held
59.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TER

IBDU Quotes by TradingView
  • Ticker IBDU
  • Sector ETFs
  • Industry ETFs
More about IBDU
Track This Portfolio

Track Bogart Wealth, LLC Portfolio

Follow Bogart Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bogart Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bogart Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email