4J Wealth Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$826K	Sell	33,078 -382	-1%	-$9.6K	0.38%	46
2026 Q2	$845K	Buy	33,460 +2,618	+8%	+$66.1K	0.41%	41
2026 Q1	$781K	Buy	30,842 +1,651	+6%	+$42K	0.44%	40
2025 Q4	$743K	Buy	29,191 +5,842	+25%	+$149K	0.43%	42
2025 Q3	$596K	Sell	23,349 -4,870	-17%	-$124K	0.35%	47
2025 Q2	$717K	Buy	28,219 +3,250	+13%	+$81.9K	0.48%	39
2025 Q1	$631K	Buy	24,969 +4,340	+21%	+$109K	0.5%	39
2024 Q4	$514K	Sell	20,629 -560	-3%	-$14.1K	0.42%	42
2024 Q3	$541K	Buy	21,189 +1,240	+6%	+$31.3K	0.42%	46
2024 Q2	$494K	Buy	19,949 +1,000	+5%	+$24.7K	0.41%	44
2024 Q1	$472K	Buy	18,949 +5,439	+40%	+$135K	0.41%	49
2023 Q4	$339K	Buy	13,510 +810	+6%	+$19.7K	0.31%	60
2023 Q3	$305K	Hold	12,700	–	–	0.3%	60
2023 Q2	$311K	Buy	+12,700	New	+$314K	0.3%	64

Other funds holding IBDT

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

4J Wealth Management's IBDT Position: Q3 2026 in Review

4J Wealth Management reduced its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 1.1% in Q3 2026, selling an estimated $9.6K and leaving 33,078 shares worth $826K. The position accounts for 0.38% of the portfolio, ranked #46.

4J Wealth Management first reported a position in IBDT in Q2 2023 and has held it in 14 quarters since. The position peaked at $845K in Q2 2026. 300 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

4J Wealth Management held 33,078 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $826K as of Q3 2026.
4J Wealth Management sold 382 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2026, an estimated $9.6K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.38% of 4J Wealth Management's portfolio in Q3 2026, its #46 holding.
4J Wealth Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2023 and has held it in 14 quarters since.
4J Wealth Management's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $845K in Q2 2026.
300 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

Based on 4J Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.