4 J Wealth Management LLC Ishares Tr Ibonds Dec 2029 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 2029 Ter stock. As of the latest transaction made, 4 J Wealth Management LLC holds 14,205 shares of IBDU stock, worth $334,385. This represents 0.27% of its overall portfolio holdings.
Number of Shares
14,205
Previous 15,009
5.36%
Holding current value
$334,385
Previous $350,000
4.86%
% of portfolio
0.27%
Previous 0.32%
Shares
4 transactions
Others Institutions Holding IBDU
# of Institutions
337Shares Held
100MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.36MShares$150 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC5.03MShares$118 Million1.05% of portfolio
-
Capital Advisors Inc4.67MShares$110 Million1.87% of portfolio
-
Morgan Stanley New York, NY4.51MShares$106 Million0.01% of portfolio
-
Shufro Rose & CO LLC3.54MShares$83.3 Million7.36% of portfolio