4J Wealth Management LLC IBDQ Holdings History
4J Wealth Management LLC's iShares iBonds Dec 2025 Term Corporate ETF Holding Summary
As of 2025-03-31, 4J Wealth Management LLC held 175,514.00 shares of iShares iBonds Dec 2025 Term Corporate ETF(IBDQ), totaling $4.41 Mil. This investment constitutes 3.48% of their stock portfolio, and 4J Wealth Management LLC now holds 0.14% of the outstanding iShares iBonds Dec 2025 Term Corporate ETF(IBDQ) stock.
The initial trade took place in 2022Q3. And since then 4J Wealth Management LLC has made 8 purchases of IBDQ, at an average price of $24.85, for a total of 184,138.00 shares. In addition, there have been 3 sales at an average price of $24.57 for 8,624.00 shares. Based on historical transaction data and IBDQ's current price of $25.14, 4J Wealth Management LLC's estimated gain on his IBDQ holdings is $48,437.65, reflecting a 1.06% gain to date.
4J Wealth Management LLC IBDQ ($25.14) Holding Chart
4J Wealth Management LLC IBDQ ($25.14) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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