4WM
4J Wealth Management’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Sell |
52,784
-50
| -0.1% | -$1.17K | 0.83% | 26 |
|
|
2025
Q1 | $1.23M | Buy |
52,834
+8,350
| +19% | +$195K | 0.97% | 24 |
|
|
2024
Q4 | $1.04M | Sell |
44,484
-4,388
| -9% | -$102K | 0.84% | 24 |
|
|
2024
Q3 | $1.14M | Buy |
48,872
+1,445
| +3% | +$33.8K | 0.89% | 23 |
|
|
2024
Q2 | $1.1M | Buy |
47,427
+2,100
| +5% | +$48.8K | 0.91% | 21 |
|
|
2024
Q1 | $1.05M | Sell |
45,327
-50
| -0.1% | -$1.16K | 0.91% | 23 |
|
|
2023
Q4 | $1.06M | Buy |
45,377
+1,470
| +3% | +$34.2K | 0.96% | 28 |
|
|
2023
Q3 | $1.01M | Sell |
43,907
-6,800
| -13% | -$157K | 1.01% | 28 |
|
|
2023
Q2 | $1.17M | Buy |
50,707
+18,800
| +59% | +$435K | 1.14% | 26 |
|
|
2023
Q1 | $751K | Buy |
31,907
+11,500
| +56% | +$271K | 0.81% | 31 |
|
|
2022
Q4 | $475K | Buy |
20,407
+4,188
| +26% | +$97.5K | 0.55% | 41 |
|
|
2022
Q3 | $378K | Buy |
16,219
+2,619
| +19% | +$61K | 0.48% | 48 |
|
|
2022
Q2 | $326K | Buy |
+13,600
| New | +$326K | 0.41% | 49 |
|