4WM
4J Wealth Management’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,742
| Closed | -$223K | – | 91 |
|
|
2024
Q4 | $223K | Buy |
8,742
+51
| +0.6% | +$1.3K | 0.18% | 80 |
|
|
2024
Q3 | $223K | Buy |
8,691
+36
| +0.4% | +$924 | 0.17% | 84 |
|
|
2024
Q2 | $219K | Buy |
8,655
+36
| +0.4% | +$911 | 0.18% | 82 |
|
|
2024
Q1 | $218K | Buy |
8,619
+23
| +0.3% | +$583 | 0.19% | 86 |
|
|
2023
Q4 | $219K | Buy |
8,596
+40
| +0.5% | +$1.02K | 0.2% | 79 |
|
|
2023
Q3 | $212K | Buy |
8,556
+426
| +5% | +$10.6K | 0.21% | 82 |
|
|
2023
Q2 | $205K | Buy |
+8,130
| New | +$205K | 0.2% | 83 |
|