4 J Wealth Management LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

4 J Wealth Management LLC

$102 Million
Q1 2025

A detailed history of 4 J Wealth Management LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, 4 J Wealth Management LLC holds 51,871 shares of IBDR stock, worth $1.23 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares

51,871

Previous 52,385 0.98%

Holding current value

$1.23 Million

Previous $1.24 Million 1.05%

% of portfolio

1.21%

Previous 1.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	N/A	-514 Reduced 0.98%	51,871 $1.23 Million
Q4 2024 Jan 23, 2025	BUY	N/A	8,488 Added 19.34%	52,385 $1.24 Million
Q3 2024 Oct 31, 2024	BUY	$23.75 - $23.75 $109,273 - $109,273	4,601 Added 11.71%	43,897 $1.04 Million
Q2 2024 Jul 17, 2024	SELL	$23.65 - $23.82 $6,101 - $6,145	-258 Reduced 0.65%	39,296 $936,000
Q1 2024 Apr 22, 2024	BUY	$23.76 - $23.98 $327,080 - $330,108	13,766 Added 53.38%	39,554 $943,000
Q4 2023 Jan 22, 2024	BUY	$23.15 - $23.9 $44,725 - $46,174	1,932 Added 8.1%	25,788 $616,000
Q3 2023 Oct 24, 2023	SELL	$23.28 - $23.6 $134,581 - $136,431	-5,781 Reduced 19.51%	23,856 $556,000
Q2 2023 Jul 14, 2023	BUY	$23.42 - $23.83 $694,098 - $706,249	29,637 New	29,637 $695,000

Others Institutions Holding IBDR

# of Institutions

430

Shares Held

107M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2026 TER

Ticker IBDR
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4 J Wealth Management LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History