4 J Wealth Management LLC Ishares Ibonds Dec 2025 Term C Transaction History
4 J Wealth Management LLC
- $123 Million
- Q3 2025
A detailed history of 4 J Wealth Management LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, 4 J Wealth Management LLC holds 166,994 shares of IBDQ stock, worth $4.2 Million. This represents 3.41% of its overall portfolio holdings.
Number of Shares
166,994
Previous 171,297
2.51%
Holding current value
$4.2 Million
Previous $4.31 Million
2.48%
% of portfolio
3.41%
Previous 3.97%
Shares
13 transactions
Others Institutions Holding IBDQ
# of Institutions
421Shares Held
85.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.38MShares$160 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.51MShares$88.2 Million1.31% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.48MShares$87.5 Million0.28% of portfolio
-
Morgan Stanley New York, NY3.21MShares$80.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.67MShares$67.1 Million0.02% of portfolio