4WM
IBTD

4J Wealth Management’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

4J Wealth Management’s Portfolio IBTD Stock Details IBTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-18,820
Closed -$467K – 90
2023
Q3 		$467K Sell
18,820
-687
-4% -$17.1K 0.46% 49
2023
Q2 		$484K Sell
19,507
-3,377
-15% -$83.8K 0.47% 50
2023
Q1 		$568K Buy
22,884
+1,535
+7% +$38.1K 0.61% 38
2022
Q4 		$527K Buy
+21,349
New +$527K 0.61% 36