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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$596K Sell
2025
Q2
$717K Buy
2025
Q1
$631K Buy
2024
Q4
$514K Sell
2024
Q3
$541K Buy
2024
Q2
$494K Buy
2024
Q1
$472K Buy
2023
Q4
$339K Buy
2023
Q3
$305K Hold
2023
Q2
$311K Buy