4WM
4J Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
58,050
+6,179
| +12% | +$150K | 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% | +$204K | 1.02% | 22 |
|
|
2024
Q3 | $1.07M | Buy |
43,897
+4,601
| +12% | +$112K | 0.83% | 25 |
|
|
2024
Q2 | $936K | Sell |
39,296
-258
| -0.7% | -$6.15K | 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% | +$46.2K | 0.56% | 38 |
|
|
2023
Q3 | $557K | Sell |
23,856
-5,781
| -20% | -$135K | 0.55% | 42 |
|
|
2023
Q2 | $696K | Buy |
+29,637
| New | +$696K | 0.67% | 35 |
|