4WM
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4J Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

4J Wealth Management’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-83,930
Closed -$2.03M – 112
2026
Q1 		$2.03M Sell
83,930
-1,865
-2% -$45.2K 1.16% 22
2025
Q4 		$2.08M Buy
85,795
+17,466
+26% +$423K 1.19% 19
2025
Q3 		$1.66M Buy
68,329
+10,279
+18% +$249K 0.98% 23
2025
Q2 		$1.41M Buy
58,050
+6,179
+12% +$149K 0.95% 22
2025
Q1 		$1.26M Sell
51,871
-514
-1% -$12.4K 0.99% 23
2024
Q4 		$1.26M Buy
52,385
+8,488
+19% +$205K 1.02% 22
2024
Q3 		$1.07M Buy
43,897
+4,601
+12% +$111K 0.83% 25
2024
Q2 		$936K Sell
39,296
-258
-0.7% -$6.13K 0.77% 27
2024
Q1 		$943K Buy
39,554
+13,766
+53% +$328K 0.81% 27
2023
Q4 		$616K Buy
25,788
+1,932
+8% +$45.4K 0.56% 38
2023
Q3 		$557K Sell
23,856
-5,781
-20% -$135K 0.55% 42
2023
Q2 		$696K Buy
+29,637
New +$700K 0.67% 35

Other funds holding IBDR

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

4J Wealth Management's IBDR Position: Q2 2026 in Review

4J Wealth Management sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2026, closing a stake of 83,930 shares — an estimated $2.03M sold.

4J Wealth Management first reported a position in IBDR in Q2 2023 and held it in 12 quarters. The position peaked at $2.08M in Q4 2025. 181 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • 4J Wealth Management reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • 4J Wealth Management sold 83,930 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $2.03M.
  • 4J Wealth Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2023 and held it in 12 quarters.
  • 4J Wealth Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $2.08M in Q4 2025.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.