4WM
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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return