4WM
IBDP

4J Wealth Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

4J Wealth Management’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		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% -$32.1K 1.29% 17
2024
Q2 		$1.69M Sell
67,117
-130
-0.2% -$3.26K 1.39% 16
2024
Q1 		$1.68M Buy
67,247
+11,365
+20% +$284K 1.45% 17
2023
Q4 		$1.39M Buy
55,882
+6,046
+12% +$150K 1.27% 21
2023
Q3 		$1.23M Buy
49,836
+2,675
+6% +$65.9K 1.23% 23
2023
Q2 		$1.16M Buy
47,161
+24,243
+106% +$596K 1.13% 27
2023
Q1 		$564K Buy
22,918
+3,810
+20% +$93.5K 0.61% 39
2022
Q4 		$467K Buy
19,108
+7,757
+68% +$189K 0.54% 42
2022
Q3 		$276K Buy
+11,351
New +$280K 0.35% 57

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

4J Wealth Management's IBDP Position: Q4 2024 in Review

4J Wealth Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 65,839 shares — an estimated $1.66M sold.

4J Wealth Management first reported a position in IBDP in Q3 2022 and held it in 9 quarters. The position peaked at $1.69M in Q2 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • 4J Wealth Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • 4J Wealth Management sold 65,839 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $1.66M.
  • 4J Wealth Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2022 and held it in 9 quarters.
  • 4J Wealth Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $1.69M in Q2 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on 4J Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.