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Ishares Ibonds Dec 2026 Term T shares owned by 4J Wealth Management

Quarter-by-quarter ownership of Ishares Ibonds Dec 2026 Term T (IBTG) shares owned by 4J Wealth Management from 13F filings

Historical chart of 4J Wealth Management investment in Ishares Ibonds Dec 2026 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2026 Term T 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 Ibonds Dec 2026 Term T by 4J Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $390k 17k 22.71
2023-12-31 $717k 31k 22.85
2023-09-30 $670k 30k 22.47
2023-06-30 $809k 36k 22.65
2023-03-31 $515k 22k 23.08
2022-12-31 $455k 20k 22.72
2022-09-30 $386k 17k 22.68
2022-06-30 $354k 15k 23.59

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)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
T Rowe Price Etf Floating Rate (TFLR)
NVIDIA Corporation (NVDA)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Innovator Etfs Trust Laddered Alc Bfr (BUFB)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Microsoft Corporation (MSFT)
Ishares Tr Global Tech Etf (IXN)

View all positions for 4J Wealth Management

Top funds holding Ishares Ibonds Dec 2026 Term T

Capital Investment Advisors
Wells Fargo & Company
Bank of America Corporation
Bailard
InterOcean Capital Group
UBS Group
Stratos Wealth Partners
LPL Financial
MV Capital Management
Trust
Raymond James Financial Services Advisors
Commonwealth Equity Services
Krilogy Financial
Baltimore-Washington Financial Advisors
Steward Partners Investment Advisory

View all funds holding Ishares Ibonds Dec 2026 Term T