4J Wealth Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

4J Wealth Management’s Portfolio IBDW Stock Details IBDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$480K	Hold	23,010	–	–	0.24%	63
2026 Q1	$482K	Buy	23,010 +750	+3%	+$15.8K	0.27%	56
2025 Q4	$471K	Buy	22,260 +12,700	+133%	+$269K	0.27%	58
2025 Q3	$203K	Hold	9,560	–	–	0.12%	94
2025 Q2	$201K	Buy	+9,560	New	+$197K	0.14%	94

Other funds holding IBDW

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIA

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

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

CAI

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

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

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

4J Wealth Management held its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) position steady in Q2 2026 at 23,010 shares worth $480K. The position accounts for 0.24% of the portfolio, ranked #63.

4J Wealth Management first reported a position in IBDW in Q2 2025 and has held it in 5 quarters since. The position peaked at $482K in Q1 2026. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

4J Wealth Management held 23,010 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $480K as of Q2 2026.
4J Wealth Management left its iShares iBonds Dec 2031 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.24% of 4J Wealth Management's portfolio in Q2 2026, its #63 holding.
4J Wealth Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
4J Wealth Management's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $482K in Q1 2026.
290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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