4J Wealth Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

4J Wealth Management’s Portfolio IBTI Stock Details IBTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-9,561	Closed	-$214K	–	96
2025 Q2	$214K	Buy	9,561 +28	+0.3%	+$622	0.14%	91
2025 Q1	$212K	Buy	+9,533	New	+$210K	0.17%	86
2024 Q4	–	Sell	-11,515	Closed	-$259K	–	86
2024 Q3	$259K	Buy	11,515 +1,405	+14%	+$31.3K	0.2%	77
2024 Q2	$221K	Buy	+10,110	New	+$219K	0.18%	81

Other funds holding IBTI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

4J Wealth Management's IBTI Position: Q3 2025 in Review

4J Wealth Management sold out of iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q3 2025, closing a stake of 9,561 shares — an estimated $214K sold.

4J Wealth Management first reported a position in IBTI in Q2 2024 and held it in 4 quarters. The position peaked at $259K in Q3 2024. 202 funds tracked by Wall St. Rank hold IBTI as of Q3 2025.

4J Wealth Management reported no remaining iShares iBonds Dec 2028 Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
4J Wealth Management sold 9,561 iShares iBonds Dec 2028 Term Treasury ETF shares in Q3 2025, an estimated $214K.
4J Wealth Management first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q2 2024 and held it in 4 quarters.
4J Wealth Management's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $259K in Q3 2024.
202 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q3 2025.

Based on 4J Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.