4J Wealth Management’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Sell |
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|
2025
Q1 | $304K | Sell |
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|
2024
Q4 | $452K | Sell |
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|
2024
Q3 | $625K | Buy |
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|
2024
Q2 | $504K | Buy |
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|
2024
Q1 | $390K | Sell |
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|
2023
Q4 | $717K | Buy |
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|
2023
Q3 | $670K | Sell |
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|
2023
Q2 | $809K | Buy |
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|
2023
Q1 | $515K | Buy |
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|
2022
Q4 | $455K | Buy |
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|
2022
Q3 | $386K | Buy |
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|
2022
Q2 | $354K | Buy |
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