4WM
4J Wealth Management’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Hold |
7,614
| – | – | 0.14% | 93 |
|
|
2025
Q1 | $204K | Sell |
7,614
-7,164
| -48% | -$192K | 0.16% | 88 |
|
|
2024
Q4 | $393K | Sell |
14,778
-6,137
| -29% | -$163K | 0.32% | 52 |
|
|
2024
Q3 | $558K | Buy |
20,915
+36
| +0.2% | +$960 | 0.43% | 44 |
|
|
2024
Q2 | $553K | Buy |
20,879
+36
| +0.2% | +$953 | 0.46% | 41 |
|
|
2024
Q1 | $552K | Buy |
20,843
+23
| +0.1% | +$609 | 0.48% | 43 |
|
|
2023
Q4 | $553K | Buy |
20,820
+44
| +0.2% | +$1.17K | 0.5% | 45 |
|
|
2023
Q3 | $542K | Buy |
20,776
+1,030
| +5% | +$26.9K | 0.54% | 44 |
|
|
2023
Q2 | $520K | Buy |
19,746
+5,827
| +42% | +$153K | 0.5% | 45 |
|
|
2023
Q1 | $370K | Buy |
+13,919
| New | +$370K | 0.4% | 53 |
|