4WM
IBDO

4J Wealth Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

4J Wealth Management’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-22,785
Closed -$578K – 89
2023
Q3 		$578K Sell
22,785
-1,747
-7% -$44.2K 0.58% 41
2023
Q2 		$620K Buy
24,532
+945
+4% +$23.8K 0.6% 39
2023
Q1 		$594K Buy
23,587
+2,673
+13% +$67.1K 0.64% 36
2022
Q4 		$523K Buy
+20,914
New +$522K 0.61% 37

Other funds holding IBDO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

4J Wealth Management's IBDO Position: Q4 2023 in Review

4J Wealth Management sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 22,785 shares — an estimated $578K sold.

4J Wealth Management first reported a position in IBDO in Q4 2022 and held it in 4 quarters. The position peaked at $620K in Q2 2023. 4 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

  • 4J Wealth Management reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
  • 4J Wealth Management sold 22,785 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $578K.
  • 4J Wealth Management first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2022 and held it in 4 quarters.
  • 4J Wealth Management's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $620K in Q2 2023.
  • 4 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on 4J Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.