4 J Wealth Management LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
4 J Wealth Management LLC
- $125 Million
- Q4 2025
A detailed history of 4 J Wealth Management LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, 4 J Wealth Management LLC holds 92,600 shares of IBDU stock, worth $2.16 Million. This represents 1.73% of its overall portfolio holdings.
Number of Shares
92,600
Previous 14,205
551.88%
Holding current value
$2.16 Million
Previous $333,000
549.55%
% of portfolio
1.73%
Previous 0.27%
Shares
5 transactions
Others Institutions Holding IBDU
# of Institutions
349Shares Held
103MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.81MShares$159 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC5.44MShares$127 Million1.0% of portfolio
-
Morgan Stanley New York, NY5.1MShares$119 Million0.01% of portfolio
-
Capital Advisors Inc4.8MShares$112 Million1.88% of portfolio
-
Capital Investment Advisors, LLC3.72MShares$86.9 Million1.38% of portfolio