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Ishares Ibonds Dec 2028 Term T shares owned by 4J Wealth Management

Quarter-by-quarter ownership of Ishares Ibonds Dec 2028 Term T (IBTI) shares owned by 4J Wealth Management from 13F filings

Historical chart of 4J Wealth Management investment in Ishares Ibonds Dec 2028 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2028 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 2028 Term T by 4J Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $259k 12k 22.51
2024-06-30 $221k 10k 21.83

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 Ibonds Dec 2028 Term T

Colony
Wells Fargo & Company
Atwood & Palmer
Raymond James Financial Services Advisors
Benjamin Edwards
Horizon Advisory Services
Stratos Wealth Partners
Bank of America Corporation
Royal Bank of Canada
Confluence Investment Management
Journey Advisory Group
Commonwealth Equity Services
Trust
Vista Private Wealth Partners
Legacy Private Trust

View all funds holding Ishares Ibonds Dec 2028 Term T