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Ishares Tr ibonds dec 29 shares owned by 4J Wealth Management

Quarter-by-quarter ownership of Ishares Tr ibonds dec 29 (IBDU) shares owned by 4J Wealth Management from 13F filings

Historical chart of 4J Wealth Management investment in Ishares Tr ibonds dec 29

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All positions including Ishares Tr ibonds dec 29 held by 4J Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibonds dec 29 by 4J Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $342k 15k 23.51
2024-06-30 $299k 13k 22.67
2024-03-31 $301k 13k 22.82

More positions owned by 4J Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Us Treas Bd Etf (GOVT)
T Rowe Price Etf Cap Appreciation (TCAF)
T Rowe Price Etf Floating Rate (TFLR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Innovator Etfs Trust Laddered Alc Bfr (BUFB)
Apple (AAPL)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Ishares Tr Global Tech Etf (IXN)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Northrop Grumman Corporation (NOC)

View all positions for 4J Wealth Management

Top funds holding Ishares Tr ibonds dec 29

Capital Advisors
Aptus Capital Advisors
Morgan Stanley
Bank of America Corporation
Capital Investment Advisors
Envestnet Asset Management
Royal Bank of Canada
Woodmont Investment Counsel
Raymond James Financial Services Advisors
Venture Visionary Partners
HighTower Advisors
Klingman & Associates
Wells Fargo & Company
Benjamin Edwards
LPL Financial

View all funds holding Ishares Tr ibonds dec 29