4WM
4J Wealth Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
47,330
+2,794
| +6% | +$67.8K | 0.78% | 28 |
|
|
2025
Q1 | $1.08M | Sell |
44,536
-4,551
| -9% | -$110K | 0.85% | 26 |
|
|
2024
Q4 | $1.18M | Buy |
49,087
+6,144
| +14% | +$147K | 0.95% | 23 |
|
|
2024
Q3 | $1.05M | Buy |
42,943
+1,336
| +3% | +$32.6K | 0.81% | 27 |
|
|
2024
Q2 | $987K | Buy |
41,607
+1,789
| +4% | +$42.5K | 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% | +$21.1K | 0.83% | 31 |
|
|
2023
Q3 | $860K | Sell |
37,156
-5,773
| -13% | -$134K | 0.86% | 32 |
|
|
2023
Q2 | $1.01M | Buy |
42,929
+28,715
| +202% | +$674K | 0.98% | 29 |
|
|
2023
Q1 | $339K | Buy |
+14,214
| New | +$339K | 0.36% | 57 |
|