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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-22,785
Closed -$578K – 89
2023
Q3 		$578K Sell
22,785
-1,747
-7% -$44.3K 0.58% 41
2023
Q2 		$620K Buy
24,532
+945
+4% +$23.9K 0.6% 39
2023
Q1 		$594K Buy
23,587
+2,673
+13% +$67.3K 0.64% 36
2022
Q4 		$523K Buy
+20,914
New +$523K 0.61% 37