4 J Wealth Management LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

4 J Wealth Management LLC

$125 Million
Q4 2025

A detailed history of 4 J Wealth Management LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, 4 J Wealth Management LLC holds 40,962 shares of IBDS stock, worth $994,147. This represents 0.79% of its overall portfolio holdings.

Number of Shares

40,962

Previous 45,519 10.01%

Holding current value

$994,147

Previous $1.11 Million 10.21%

% of portfolio

0.79%

Previous 0.9%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 15, 2026	SELL	$24.24 - $24.37 $110,461 - $111,054	-4,557 Reduced 10.01%	40,962 $994,000
Q3 2025 Oct 21, 2025	SELL	$24.14 - $24.34 $43,717 - $44,079	-1,811 Reduced 3.83%	45,519 $1.11 Million
Q2 2025 Aug 04, 2025	BUY	$23.96 - $24.27 $66,944 - $67,810	2,794 Added 6.27%	47,330 $1.15 Million
Q1 2025 Apr 28, 2025	SELL	$23.9 - $24.18 $108,768 - $110,043	-4,551 Reduced 9.27%	44,536 $1.08 Million
Q4 2024 Jan 23, 2025	BUY	$23.88 - $24.32 $146,718 - $149,422	6,144 Added 14.31%	49,087 $1.18 Million

Q3 2024 Oct 31, 2024	BUY	$23.63 - $24.42 $31,569 - $32,625	1,336 Added 3.21%	42,943 $1.05 Million
Q2 2024 Jul 17, 2024	BUY	$23.48 - $23.77 $42,005 - $42,524	1,789 Added 4.49%	41,607 $987,000
Q1 2024 Apr 22, 2024	BUY	$23.67 - $24.03 $42,132 - $42,773	1,780 Added 4.68%	39,818 $947,000
Q4 2023 Jan 22, 2024	BUY	$22.84 - $23.94 $20,144 - $21,115	882 Added 2.37%	38,038 $910,000
Q3 2023 Oct 24, 2023	SELL	$23.07 - $23.6 $133,183 - $136,242	-5,773 Reduced 13.45%	37,156 $859,000
Q2 2023 Jul 14, 2023	BUY	$23.39 - $23.94 $671,643 - $687,437	28,715 Added 202.02%	42,929 $1.01 Million
Q1 2023 Apr 21, 2023	BUY	$23.15 - $24.01 $329,054 - $341,278	14,214 New	14,214 $338,000

Others Institutions Holding IBDS

# of Institutions

434

Shares Held

108M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

Ticker IBDS
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4 J Wealth Management LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History