4WM
4J Wealth Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Buy |
9,561
+28
| +0.3% | +$626 | 0.14% | 91 |
|
|
2025
Q1 | $212K | Buy |
+9,533
| New | +$212K | 0.17% | 86 |
|
|
2024
Q4 | – | Sell |
-11,515
| Closed | -$259K | – | 86 |
|
|
2024
Q3 | $259K | Buy |
11,515
+1,405
| +14% | +$31.6K | 0.2% | 77 |
|
|
2024
Q2 | $221K | Buy |
+10,110
| New | +$221K | 0.18% | 81 |
|