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 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

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

CIA

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

HPC

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

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

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

4J Wealth Management increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 8.5% in Q2 2026, buying an estimated $66.1K and bringing the position to 33,460 shares worth $845K. The position accounts for 0.41% of the portfolio, ranked #41.

4J Wealth Management first reported a position in IBDT in Q2 2023 and has held it in 13 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

4J Wealth Management held 33,460 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $845K as of Q2 2026.
4J Wealth Management bought 2,618 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $66.1K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.41% of 4J Wealth Management's portfolio in Q2 2026, its #41 holding.
4J Wealth Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2023 and has held it in 13 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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