4WM
4J Wealth Management’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$112K | 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% | +$35.7K | 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% | +$303K | 0.78% | 33 |
|
|
2023
Q1 | $515K | Buy |
22,309
+2,297
| +11% | +$53K | 0.55% | 41 |
|
|
2022
Q4 | $455K | Buy |
20,012
+2,992
| +18% | +$68K | 0.53% | 44 |
|
|
2022
Q3 | $386K | Buy |
17,020
+2,016
| +13% | +$45.7K | 0.49% | 45 |
|
|
2022
Q2 | $354K | Buy |
+15,004
| New | +$354K | 0.45% | 48 |
|