4J Wealth Management’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-26,396	Closed	-$689K	–	92
2024 Q3	$689K	Sell	26,396 -981	-4%	-$25.6K	0.53%	36
2024 Q2	$713K	Sell	27,377 -417	-2%	-$10.8K	0.59%	34
2024 Q1	$721K	Sell	27,794 -8,175	-23%	-$212K	0.62%	34
2023 Q4	$933K	Sell	35,969 -61	-0.2%	-$1.57K	0.85%	30
2023 Q3	$926K	Buy	36,030 +29	+0.1%	+$746	0.92%	30
2023 Q2	$927K	Sell	36,001 -6,949	-16%	-$179K	0.9%	32
2023 Q1	$1.11M	Buy	42,950 +5,060	+13%	+$131K	1.19%	25
2022 Q4	$976K	Buy	37,890 +7,342	+24%	+$188K	1.13%	26
2022 Q3	$779K	Sell	30,548 -4,120	-12%	-$107K	1%	26
2022 Q2	$901K	Buy	+34,668	New	+$896K	1.13%	23

Other funds holding IBMM

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

4J Wealth Management's IBMM Position: Q4 2024 in Review

4J Wealth Management sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 26,396 shares — an estimated $689K sold.

4J Wealth Management first reported a position in IBMM in Q2 2022 and held it in 10 quarters. The position peaked at $1.11M in Q1 2023. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

4J Wealth Management reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
4J Wealth Management sold 26,396 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $689K.
4J Wealth Management first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q2 2022 and held it in 10 quarters.
4J Wealth Management's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $1.11M in Q1 2023.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on 4J Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.