ISHARES TR

Ticker: IBDT CUSIP: 46435U515 Class: IBDS DEC28 ETF

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

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

Q4 2025
Shares 29,191 Value ($000) $743 Avg Close Range
Q3 2025
Shares 23,349 Value ($000) $596 Avg Close Range
Q2 2025
Shares 28,219 Value ($000) $717 Avg Close Range
Q1 2025
Shares 24,969 Value ($000) $631 Avg Close Range
Q4 2024
Shares 20,629 Value ($000) $514 Avg Close Range
Q3 2024
Shares 21,189 Value ($000) $541 Avg Close Range
Q2 2024
Shares 19,949 Value ($000) $494 Avg Close Range
Q1 2024
Shares 18,949 Value ($000) $472 Avg Close Range
Q4 2023
Shares 13,510 Value ($000) $339 Avg Close Range
Q3 2023
Shares 12,700 Value ($000) $305 Avg Close Range
Q2 2023
Shares 12,700 Value ($000) $311 Avg Close Range