4Thought Financial Group
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4Thought Financial Group’s iShares iBonds Dec 2035 Term Corporate ETF IBCA Stock Holding History

4Thought Financial Group’s Portfolio IBCA Stock Details IBCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.52M Buy
187,650
+601
+0.3% +$15K 2.1% 19
2026
Q2 		$4.79M Buy
187,049
+7,583
+4% +$194K 2.25% 17
2026
Q1 		$4.6M Sell
179,466
-647
-0.4% -$16.8K 2.28% 11
2025
Q4 		$4.67M Buy
+180,113
New +$4.69M 2.31% 11

Other funds holding IBCA

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return
Arrow Financial
Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return
MB, Levis & Associates
MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
MV Capital Management
MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Guidance Point Advisors
Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

4Thought Financial Group's IBCA Position: Q3 2026 in Review

4Thought Financial Group increased its iShares iBonds Dec 2035 Term Corporate ETF (IBCA) stake by 0.32% in Q3 2026, buying an estimated $15K and bringing the position to 187,650 shares worth $4.52M. The position accounts for 2.1% of the portfolio, ranked #19.

4Thought Financial Group first reported a position in IBCA in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.79M in Q2 2026. 86 funds tracked by Wall St. Rank hold IBCA as of Q3 2026.

  • 4Thought Financial Group held 187,650 shares of iShares iBonds Dec 2035 Term Corporate ETF worth $4.52M as of Q3 2026.
  • 4Thought Financial Group bought 601 iShares iBonds Dec 2035 Term Corporate ETF shares in Q3 2026, an estimated $15K.
  • iShares iBonds Dec 2035 Term Corporate ETF made up 2.1% of 4Thought Financial Group's portfolio in Q3 2026, its #19 holding.
  • 4Thought Financial Group first reported a position in iShares iBonds Dec 2035 Term Corporate ETF in Q4 2025 and has held it in 4 quarters since.
  • 4Thought Financial Group's iShares iBonds Dec 2035 Term Corporate ETF position peaked at $4.79M in Q2 2026.
  • 86 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q3 2026.

Based on 4Thought Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.