4WM
IBDP
4J Wealth Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-65,839
| Closed | -$1.66M | – | 91 |
|
|
2024
Q3 | $1.66M | Sell |
65,839
-1,278
| -2% | -$32.2K | 1.29% | 17 |
|
|
2024
Q2 | $1.69M | Sell |
67,117
-130
| -0.2% | -$3.27K | 1.39% | 16 |
|
|
2024
Q1 | $1.68M | Buy |
67,247
+11,365
| +20% | +$285K | 1.45% | 17 |
|
|
2023
Q4 | $1.39M | Buy |
55,882
+6,046
| +12% | +$151K | 1.27% | 21 |
|
|
2023
Q3 | $1.23M | Buy |
49,836
+2,675
| +6% | +$66.2K | 1.23% | 23 |
|
|
2023
Q2 | $1.16M | Buy |
47,161
+24,243
| +106% | +$597K | 1.13% | 27 |
|
|
2023
Q1 | $564K | Buy |
22,918
+3,810
| +20% | +$93.7K | 0.61% | 39 |
|
|
2022
Q4 | $467K | Buy |
19,108
+7,757
| +68% | +$189K | 0.54% | 42 |
|
|
2022
Q3 | $276K | Buy |
+11,351
| New | +$276K | 0.35% | 57 |
|