4WM
4J Wealth Management’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.31M | Sell |
171,297
-4,217
| -2% | -$106K | 2.91% | 7 |
|
|
2025
Q1 | $4.41M | Buy |
175,514
+103,238
| +143% | +$2.6M | 3.48% | 6 |
|
|
2024
Q4 | $1.81M | Buy |
72,276
+10,409
| +17% | +$261K | 1.47% | 16 |
|
|
2024
Q3 | $1.55M | Sell |
61,867
-1,782
| -3% | -$44.7K | 1.2% | 18 |
|
|
2024
Q2 | $1.58M | Sell |
63,649
-1,521
| -2% | -$37.8K | 1.31% | 18 |
|
|
2024
Q1 | $1.62M | Buy |
65,170
+9,598
| +17% | +$238K | 1.4% | 18 |
|
|
2023
Q4 | $1.38M | Buy |
55,572
+3,671
| +7% | +$90.9K | 1.26% | 22 |
|
|
2023
Q3 | $1.26M | Sell |
51,901
-5,321
| -9% | -$130K | 1.26% | 22 |
|
|
2023
Q2 | $1.4M | Buy |
57,222
+25,151
| +78% | +$613K | 1.35% | 21 |
|
|
2023
Q1 | $787K | Buy |
32,071
+4,067
| +15% | +$99.8K | 0.84% | 30 |
|
|
2022
Q4 | $681K | Buy |
28,004
+10,854
| +63% | +$264K | 0.79% | 31 |
|
|
2022
Q3 | $414K | Buy |
+17,150
| New | +$414K | 0.53% | 42 |
|