4J Wealth Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

4J Wealth Management’s Portfolio IBDS Stock Details IBDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-46,618	Closed	-$1.13M	–	113
2026 Q1	$1.13M	Buy	46,618 +5,656	+14%	+$137K	0.64%	30
2025 Q4	$995K	Sell	40,962 -4,557	-10%	-$111K	0.57%	31
2025 Q3	$1.11M	Sell	45,519 -1,811	-4%	-$43.9K	0.65%	31
2025 Q2	$1.15M	Buy	47,330 +2,794	+6%	+$67.4K	0.78%	28
2025 Q1	$1.08M	Sell	44,536 -4,551	-9%	-$109K	0.85%	26
2024 Q4	$1.18M	Buy	49,087 +6,144	+14%	+$148K	0.95%	23
2024 Q3	$1.05M	Buy	42,943 +1,336	+3%	+$32.2K	0.81%	27
2024 Q2	$987K	Buy	41,607 +1,789	+4%	+$42.3K	0.82%	25
2024 Q1	$948K	Buy	39,818 +1,780	+5%	+$42.4K	0.82%	26
2023 Q4	$910K	Buy	38,038 +882	+2%	+$20.6K	0.83%	31
2023 Q3	$860K	Sell	37,156 -5,773	-13%	-$135K	0.86%	32
2023 Q2	$1.01M	Buy	42,929 +28,715	+202%	+$680K	0.98%	29
2023 Q1	$339K	Buy	+14,214	New	+$336K	0.36%	57

Other funds holding IBDS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

4J Wealth Management sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q2 2026, closing a stake of 46,618 shares — an estimated $1.13M sold.

4J Wealth Management first reported a position in IBDS in Q1 2023 and held it in 13 quarters. The position peaked at $1.18M in Q4 2024. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

4J Wealth Management reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
4J Wealth Management sold 46,618 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $1.13M.
4J Wealth Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2023 and held it in 13 quarters.
4J Wealth Management's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $1.18M in Q4 2024.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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