A detailed history of Bogart Wealth, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Bogart Wealth, LLC holds 3,193 shares of IUSB stock, worth $150,166. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,193
Previous 3,000 6.43%
Holding current value
$150,166
Previous $136,000 5.88%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

BUY
$44.3 - $45.58 $8,549 - $8,796
193 Added 6.43%
3,193 $144,000
Q2 2022

Jul 22, 2022

SELL
$45.73 - $49.5 $10,106 - $10,939
-221 Reduced 6.86%
3,000 $140,000
Q1 2022

Apr 22, 2022

BUY
$49.13 - $52.58 $10,857 - $11,620
221 Added 7.37%
3,221 $160,000
Q2 2021

Aug 06, 2021

BUY
$52.74 - $53.49 $158,220 - $160,470
3,000 New
3,000 $160,000

Others Institutions Holding IUSB

About ISHARES CORE TOTAL USD BOND MA


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