4WM
4J Wealth Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Hold |
15,009
| – | – | 0.24% | 63 |
|
|
2025
Q1 | $347K | Hold |
15,009
| – | – | 0.27% | 60 |
|
|
2024
Q4 | $342K | Buy |
15,009
+470
| +3% | +$10.7K | 0.28% | 58 |
|
|
2024
Q3 | $342K | Buy |
14,539
+1,354
| +10% | +$31.8K | 0.26% | 61 |
|
|
2024
Q2 | $299K | Hold |
13,185
| – | – | 0.25% | 61 |
|
|
2024
Q1 | $301K | Buy |
+13,185
| New | +$301K | 0.26% | 65 |
|