4J Wealth Management’s iShares iBonds Mar 2023 Term Corporate ETF IBDD Stock Holding History

4J Wealth Management’s Portfolio IBDD Stock Details IBDD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-12,186	Closed	-$323K	–	83
2022 Q4	$323K	Hold	12,186	–	–	0.38%	59
2022 Q3	$322K	Hold	12,186	–	–	0.41%	55
2022 Q2	$323K	Buy	+12,186	New	+$323K	0.41%	50

Other funds holding IBDD

MSAM

Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

AIM

Anchor Investment Management Columbia, South Carolina $1.2B AUM 17.33% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

4J Wealth Management's IBDD Position: Q1 2023 in Review

4J Wealth Management sold out of iShares iBonds Mar 2023 Term Corporate ETF (IBDD) in Q1 2023, closing a stake of 12,186 shares — an estimated $323K sold.

4J Wealth Management first reported a position in IBDD in Q2 2022 and held it in 3 quarters. The position peaked at $323K in Q2 2022. 5 funds tracked by Wall St. Rank hold IBDD as of Q1 2023.

4J Wealth Management reported no remaining iShares iBonds Mar 2023 Term Corporate ETF position as of Q1 2023 after selling out during the quarter.
4J Wealth Management sold 12,186 iShares iBonds Mar 2023 Term Corporate ETF shares in Q1 2023, an estimated $323K.
4J Wealth Management first reported a position in iShares iBonds Mar 2023 Term Corporate ETF in Q2 2022 and held it in 3 quarters.
4J Wealth Management's iShares iBonds Mar 2023 Term Corporate ETF position peaked at $323K in Q2 2022.
5 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ETF as of Q1 2023.

Based on 4J Wealth Management's 13F filing for Q1 2023, filed 21 Apr 2023.