ISHARES TR

Ticker: IBDR CUSIP: 46435GAA0 Class: IBONDS DEC2026

4J Wealth Management LLC's Holding History (CIK: 0001840775)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 85,795 Value ($000) $2,079 Avg Close Range
Q3 2025
Shares 68,329 Value ($000) $1,660 Avg Close Range
Q2 2025
Shares 58,050 Value ($000) $1,408 Avg Close Range
Q1 2025
Shares 51,871 Value ($000) $1,256 Avg Close Range
Q4 2024
Shares 52,385 Value ($000) $1,261 Avg Close Range
Q3 2024
Shares 43,897 Value ($000) $1,067 Avg Close Range
Q2 2024
Shares 39,296 Value ($000) $936 Avg Close Range
Q1 2024
Shares 39,554 Value ($000) $943 Avg Close Range
Q4 2023
Shares 25,788 Value ($000) $616 Avg Close Range
Q3 2023
Shares 23,856 Value ($000) $557 Avg Close Range
Q2 2023
Shares 29,637 Value ($000) $696 Avg Close Range