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 3,346 shares of IBTI stock, worth $72,942. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,346
Previous 3,420 2.16%
Holding current value
$72,942
Previous $75,000 2.67%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024

SELL
$21.79 - $22.29 $1,612 - $1,649
-74 Reduced 2.16%
3,346 $73,000
Q4 2023

Feb 06, 2024

BUY
$21.24 - $22.25 $72,640 - $76,095
3,420 New
3,420 $75,000

Others Institutions Holding IBTI

About ISHARES TR IBONDS DEC 2028 TER


  • Ticker IBTI
  • Sector ETFs
  • Industry ETFs
More about IBTI
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.