4J Wealth Management LLC IGSB holdings history
ISHARES 1-5Y INV GRADE CORP · CUSIP 464288646 · CIK 1840775
As of 2026-06-30, 4J Wealth Management LLC reported 4.95K IGSB (shares), valued at $259.40K, or 0.13% of its reported non-derivative portfolio. Filed 2026-07-22.
Verify history & sources →Shares decreased 1.00%; reported value decreased 1.28%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.13% | 4,949 | SEC filing ↗Filed Jul 22, 2026 |
| Q1 2026 | 0.15% | 4,999 | SEC filing ↗Filed May 5, 2026 |
| Q4 2025 | 0.14% | 4,709 | SEC filing ↗Filed Jan 15, 2026 |
| Q3 2025 | 0.18% | 5,889 | SEC filing ↗Filed Oct 22, 2025 |
| Q2 2025 | 0.21% | 5,954 | SEC filing ↗Filed Aug 4, 2025 |
| Q1 2025 | 0.25% | 5,954 | SEC filing ↗Filed Apr 29, 2025 |
| Q4 2024 | 0.25% | 5,954 | SEC filing ↗Filed Jan 24, 2025 |
| Q3 2024 | 0.26% | 6,449 | SEC filing ↗Filed Nov 1, 2024 |
| Q2 2024 | 0.27% | 6,444 | SEC filing ↗Filed Jul 18, 2024 |
| Q1 2024 | 0.30% | 6,876 | SEC filing ↗Filed Apr 23, 2024 |
| Q4 2023 | 2.54% | 54,299 | SEC filing ↗Filed Jan 22, 2024 |
| Q3 2023 | 3.93% | 79,227 | SEC filing ↗Filed Oct 24, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 3.93% | 79,227 | $3.95M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 24, 2023 |
| Q4 2023 | 2.54% | 54,299 | $2.78M | Shares decreased 31.46%; reported value decreased 29.48%, and weight changed -1.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2024 |
| Q1 2024 | 0.30% | 6,876 | $352.59K | Shares decreased 87.34%; reported value decreased 87.34%, and weight changed -2.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2024 |
| Q2 2024 | 0.27% | 6,444 | $330.18K | Shares decreased 6.28%; reported value decreased 6.36%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 18, 2024 |
| Q3 2024 | 0.26% | 6,449 | $339.59K | Shares increased 0.08%; reported value increased 2.85%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 1, 2024 |
| Q4 2024 | 0.25% | 5,954 | $307.84K | Shares decreased 7.68%; reported value decreased 9.35%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 24, 2025 |
| Q1 2025 | 0.25% | 5,954 | $311.83K | Shares unchanged; reported value increased 1.30%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2025 |
| Q2 2025 | 0.21% | 5,954 | $314.15K | Shares unchanged; reported value increased 0.74%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 4, 2025 |
| Q3 2025 | 0.18% | 5,889 | $312.31K | Shares decreased 1.09%; reported value decreased 0.59%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 22, 2025 |
| Q4 2025 | 0.14% | 4,709 | $249.03K | Shares decreased 20.04%; reported value decreased 20.26%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 15, 2026 |
| Q1 2026 | 0.15% | 4,999 | $262.77K | Shares increased 6.16%; reported value increased 5.52%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 5, 2026 |
| Q2 2026 | 0.13% | 4,949 | $259.40K | Shares decreased 1.00%; reported value decreased 1.28%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2026 |
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