4J Wealth Management LLC IBTH holdings history
ISHARES IBONDS DEC 2027 TERM · CUSIP 46436E841 · CIK 1840775
As of 2026-06-30, 4J Wealth Management LLC reported 42.48K IBTH (shares), valued at $950.34K, or 0.47% of its reported non-derivative portfolio. Filed 2026-07-22.
Verify history & sources →Shares increased 17.52%; reported value increased 17.20%, and weight changed +0.01 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 | 0.47% | 42,483 | SEC filing ↗Filed Jul 22, 2026 |
| Q1 2026 | 0.46% | 36,151 | SEC filing ↗Filed May 5, 2026 |
| Q4 2025 | 0.47% | 36,491 | SEC filing ↗Filed Jan 15, 2026 |
| Q3 2025 | 0.50% | 37,420 | SEC filing ↗Filed Oct 22, 2025 |
| Q2 2025 | 0.58% | 38,183 | SEC filing ↗Filed Aug 4, 2025 |
| Q1 2025 | 0.75% | 42,157 | SEC filing ↗Filed Apr 29, 2025 |
| Q4 2024 | 0.76% | 42,091 | SEC filing ↗Filed Jan 24, 2025 |
| Q3 2024 | 0.83% | 47,510 | SEC filing ↗Filed Nov 1, 2024 |
| Q2 2024 | 0.78% | 42,772 | SEC filing ↗Filed Jul 18, 2024 |
| Q1 2024 | 0.80% | 41,798 | SEC filing ↗Filed Apr 23, 2024 |
| Q4 2023 | 2.30% | 112,404 | SEC filing ↗Filed Jan 22, 2024 |
| Q3 2023 | 2.48% | 114,199 | SEC filing ↗Filed Oct 24, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.48% | 114,199 | $2.50M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 24, 2023 |
| Q4 2023 | 2.30% | 112,404 | $2.52M | Shares decreased 1.57%; reported value increased 0.86%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2024 |
| Q1 2024 | 0.80% | 41,798 | $926.25K | Shares decreased 62.81%; reported value decreased 63.20%, and weight changed -1.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2024 |
| Q2 2024 | 0.78% | 42,772 | $944.20K | Shares increased 2.33%; reported value increased 1.94%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 18, 2024 |
| Q3 2024 | 0.83% | 47,510 | $1.08M | Shares increased 11.08%; reported value increased 13.89%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 1, 2024 |
| Q4 2024 | 0.76% | 42,091 | $934.28K | Shares decreased 11.41%; reported value decreased 13.12%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 24, 2025 |
| Q1 2025 | 0.75% | 42,157 | $945.15K | Shares increased 0.16%; reported value increased 1.16%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2025 |
| Q2 2025 | 0.58% | 38,183 | $858.74K | Shares decreased 9.43%; reported value decreased 9.14%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 4, 2025 |
| Q3 2025 | 0.50% | 37,420 | $842.70K | Shares decreased 2.00%; reported value decreased 1.87%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 22, 2025 |
| Q4 2025 | 0.47% | 36,491 | $819.96K | Shares decreased 2.48%; reported value decreased 2.70%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 15, 2026 |
| Q1 2026 | 0.46% | 36,151 | $810.86K | Shares decreased 0.93%; reported value decreased 1.11%, 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 | 0.47% | 42,483 | $950.34K | Shares increased 17.52%; reported value increased 17.20%, and weight changed +0.01 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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