4 J Wealth Management LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

4 J Wealth Management LLC

$123 Million
Q3 2025

A detailed history of 4 J Wealth Management LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, 4 J Wealth Management LLC holds 23,349 shares of IBDT stock, worth $593,531. This represents 0.48% of its overall portfolio holdings.

Number of Shares

23,349

Previous 28,219 17.26%

Holding current value

$593,531

Previous $717,000 17.02%

% of portfolio

0.48%

Previous 0.66%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$25.24 - $25.56 $122,918 - $124,477	-4,870 Reduced 17.26%	23,349 $595,000
Q2 2025 Aug 04, 2025	BUY	$24.94 - $25.42 $81,055 - $82,615	3,250 Added 13.02%	28,219 $717,000
Q1 2025 Apr 28, 2025	BUY	$24.79 - $25.26 $107,588 - $109,628	4,340 Added 21.04%	24,969 $630,000
Q4 2024 Jan 23, 2025	SELL	$24.82 - $25.48 $13,899 - $14,268	-560 Reduced 2.64%	20,629 $513,000
Q3 2024 Oct 31, 2024	BUY	$24.62 - $25.59 $30,528 - $31,731	1,240 Added 6.22%	21,189 $540,000

Q2 2024 Jul 17, 2024	BUY	$24.4 - $24.86 $24,400 - $24,860	1,000 Added 5.28%	19,949 $494,000
Q1 2024 Apr 22, 2024	BUY	$24.69 - $25.14 $134,288 - $136,736	5,439 Added 40.26%	18,949 $472,000
Q4 2023 Jan 22, 2024	BUY	$23.63 - $25.1 $19,140 - $20,331	810 Added 6.38%	13,510 $338,000
Q2 2023 Jul 14, 2023	BUY	$24.43 - $25.1 $310,261 - $318,770	12,700 New	12,700 $311,000

Others Institutions Holding IBDT

# of Institutions

410

Shares Held

95.1M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

Ticker IBDT
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4 J Wealth Management LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History