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Ishares Ibonds Dec 2027 Term T shares owned by 4J Wealth Management

Quarter-by-quarter ownership of Ishares Ibonds Dec 2027 Term T (IBTH) shares owned by 4J Wealth Management from 13F filings

Historical chart of 4J Wealth Management investment in Ishares Ibonds Dec 2027 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2027 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 2027 Term T by 4J Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $926k 42k 22.16
2023-12-31 $2.5M 112k 22.39
2023-09-30 $2.5M 114k 21.85
2023-06-30 $2.7M 120k 22.15
2023-03-31 $2.4M 107k 22.66

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 2027 Term T

GLOBALT Investments LLC / GA
Bank of America Corporation
Wells Fargo & Company
Stratos Wealth Partners
Raymond James Financial Services Advisors
Journey Advisory Group
Commonwealth Equity Services
FinTrust Capital Advisors
MV Capital Management
Capital Investment Advisors
UBS Group
Steward Partners Investment Advisory
Legacy Private Trust
MKT Advisors
InterOcean Capital Group

View all funds holding Ishares Ibonds Dec 2027 Term T