4FG
IBCA

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
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

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $240M AUM 12.17% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GPA
Guidance Point Advisors Wellesley, Massachusetts $422M AUM 16.47% 1-Year Est. Return

4Thought Financial Group's IBCA Position: Q1 2026 in Review

4Thought Financial Group reduced its iShares iBonds Dec 2035 Term Corporate ETF (IBCA) stake by 0.36% in Q1 2026, selling an estimated $16.8K and leaving 179,466 shares worth $4.6M. The position accounts for 2.28% of the portfolio, ranked #11.

4Thought Financial Group first reported a position in IBCA in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.67M in Q4 2025. 78 funds tracked by Wall St. Rank hold IBCA as of Q1 2026.

  • 4Thought Financial Group held 179,466 shares of iShares iBonds Dec 2035 Term Corporate ETF worth $4.6M as of Q1 2026.
  • 4Thought Financial Group sold 647 iShares iBonds Dec 2035 Term Corporate ETF shares in Q1 2026, an estimated $16.8K.
  • iShares iBonds Dec 2035 Term Corporate ETF made up 2.28% of 4Thought Financial Group's portfolio in Q1 2026, its #11 holding.
  • 4Thought Financial Group first reported a position in iShares iBonds Dec 2035 Term Corporate ETF in Q4 2025 and has held it in 2 quarters since.
  • 4Thought Financial Group's iShares iBonds Dec 2035 Term Corporate ETF position peaked at $4.67M in Q4 2025.
  • 78 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q1 2026.

Based on 4Thought Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.