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4J Wealth Management’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

4J Wealth Management’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-9,737
Closed -$223K – 114
2026
Q1 		$223K Sell
9,737
-2,505
-20% -$57.4K 0.13% 96
2025
Q4 		$280K Buy
12,242
+32
+0.3% +$733 0.16% 80
2025
Q3 		$280K Buy
12,210
+25
+0.2% +$572 0.16% 80
2025
Q2 		$279K Sell
12,185
-1,075
-8% -$24.6K 0.19% 77
2025
Q1 		$304K Sell
13,260
-6,558
-33% -$150K 0.24% 68
2024
Q4 		$452K Sell
19,818
-7,267
-27% -$166K 0.37% 48
2024
Q3 		$625K Buy
27,085
+4,838
+22% +$111K 0.48% 39
2024
Q2 		$504K Buy
22,247
+5,092
+30% +$115K 0.42% 43
2024
Q1 		$390K Sell
17,155
-14,204
-45% -$323K 0.34% 54
2023
Q4 		$717K Buy
31,359
+1,560
+5% +$35.2K 0.65% 34
2023
Q3 		$670K Sell
29,799
-5,904
-17% -$133K 0.67% 34
2023
Q2 		$809K Buy
35,703
+13,394
+60% +$307K 0.78% 33
2023
Q1 		$515K Buy
22,309
+2,297
+11% +$52.6K 0.55% 41
2022
Q4 		$455K Buy
20,012
+2,992
+18% +$67.9K 0.53% 44
2022
Q3 		$386K Buy
17,020
+2,016
+13% +$47.1K 0.49% 45
2022
Q2 		$354K Buy
+15,004
New +$354K 0.45% 48

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

4J Wealth Management's IBTG Position: Q2 2026 in Review

4J Wealth Management sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q2 2026, closing a stake of 9,737 shares — an estimated $223K sold.

4J Wealth Management first reported a position in IBTG in Q2 2022 and held it in 16 quarters. The position peaked at $809K in Q2 2023. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • 4J Wealth Management reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • 4J Wealth Management sold 9,737 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $223K.
  • 4J Wealth Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2022 and held it in 16 quarters.
  • 4J Wealth Management's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $809K in Q2 2023.
  • 317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.