4 J Wealth Management LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History

4 J Wealth Management LLC

$103 Million
Q1 2024

A detailed history of 4 J Wealth Management LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, 4 J Wealth Management LLC holds 45,327 shares of IBTF stock, worth $1.05 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

45,327

Previous 45,377 0.11%

Holding current value

$1.05 Million

Previous $1.06 Million 0.38%

% of portfolio

1.02%

Previous 1.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	SELL	$23.16 - $23.36 $1,158 - $1,168	-50 Reduced 0.11%	45,327 $1.05 Million
Q4 2023 Jan 22, 2024	BUY	$22.97 - $23.28 $33,765 - $34,221	1,470 Added 3.35%	45,377 $1.06 Million
Q3 2023 Oct 24, 2023	SELL	$23.01 - $23.2 $156,468 - $157,760	-6,800 Reduced 13.41%	43,907 $1.01 Million
Q2 2023 Jul 14, 2023	BUY	$23.13 - $23.6 $434,844 - $443,680	18,800 Added 58.92%	50,707 $1.17 Million
Q1 2023 Apr 21, 2023	BUY	$22.99 - $23.65 $264,385 - $271,975	11,500 Added 56.35%	31,907 $750,000

Q4 2022 Jan 17, 2023	BUY	$23.05 - $23.48 $96,533 - $98,334	4,188 Added 25.82%	20,407 $0
Q3 2022 Oct 27, 2022	BUY	$23.29 - $24.14 $377,740 - $391,526	16,219 New	16,219 $378,000
Q2 2022 Aug 01, 2022	BUY	$23.56 - $24.23 $320,416 - $329,528	13,600 New	13,600 $326,000

Others Institutions Holding IBTF

# of Institutions

241

Shares Held

75.1M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2025 TER

Ticker IBTF
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4 J Wealth Management LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History