4J Wealth Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $717K | Buy |
28,219
+3,250
| +13% | +$82.6K | 0.48% | 39 |
|
|
2025
Q1 | $631K | Buy |
24,969
+4,340
| +21% | +$110K | 0.5% | 39 |
|
|
2024
Q4 | $514K | Sell |
20,629
-560
| -3% | -$13.9K | 0.42% | 42 |
|
|
2024
Q3 | $541K | Buy |
21,189
+1,240
| +6% | +$31.7K | 0.42% | 46 |
|
|
2024
Q2 | $494K | Buy |
19,949
+1,000
| +5% | +$24.8K | 0.41% | 44 |
|
|
2024
Q1 | $472K | Buy |
18,949
+5,439
| +40% | +$135K | 0.41% | 49 |
|
|
2023
Q4 | $339K | Buy |
13,510
+810
| +6% | +$20.3K | 0.31% | 60 |
|
|
2023
Q3 | $305K | Hold |
12,700
| – | – | 0.3% | 60 |
|
|
2023
Q2 | $311K | Buy |
+12,700
| New | +$311K | 0.3% | 64 |
|