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
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