4WM
4J Wealth Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Hold |
15,068
| – | – | 0.22% | 65 |
|
|
2025
Q1 | $327K | Hold |
15,068
| – | – | 0.26% | 64 |
|
|
2024
Q4 | $322K | Buy |
15,068
+450
| +3% | +$9.61K | 0.26% | 62 |
|
|
2024
Q3 | $324K | Buy |
14,618
+580
| +4% | +$12.9K | 0.25% | 65 |
|
|
2024
Q2 | $298K | Hold |
14,038
| – | – | 0.25% | 63 |
|
|
2024
Q1 | $300K | Buy |
+14,038
| New | +$300K | 0.26% | 66 |
|