4WM
4J Wealth Management’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $859K | Sell |
38,183
-3,974
| -9% | -$89.4K | 0.58% | 36 |
|
|
2025
Q1 | $945K | Buy |
42,157
+66
| +0.2% | +$1.48K | 0.75% | 30 |
|
|
2024
Q4 | $934K | Sell |
42,091
-5,419
| -11% | -$120K | 0.76% | 27 |
|
|
2024
Q3 | $1.08M | Buy |
47,510
+4,738
| +11% | +$107K | 0.83% | 24 |
|
|
2024
Q2 | $944K | Buy |
42,772
+974
| +2% | +$21.5K | 0.78% | 26 |
|
|
2024
Q1 | $926K | Sell |
41,798
-70,606
| -63% | -$1.56M | 0.8% | 28 |
|
|
2023
Q4 | $2.52M | Sell |
112,404
-1,795
| -2% | -$40.2K | 2.3% | 10 |
|
|
2023
Q3 | $2.5M | Sell |
114,199
-5,502
| -5% | -$120K | 2.48% | 10 |
|
|
2023
Q2 | $2.65M | Buy |
119,701
+13,222
| +12% | +$293K | 2.57% | 10 |
|
|
2023
Q1 | $2.41M | Buy |
+106,479
| New | +$2.41M | 2.59% | 10 |
|