4Thought Financial Group’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

4Thought Financial Group’s Portfolio IBDM Stock Details IBDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-10,394	Closed	-$257K	–	102
2021 Q3	$257K	Buy	10,394 +3,853	+59%	+$95.3K	0.22%	46
2021 Q2	$162K	Buy	6,541 +116	+2%	+$2.88K	0.15%	48
2021 Q1	$160K	Buy	+6,425	New	+$160K	0.15%	47

Other funds holding IBDM

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

4Thought Financial Group's IBDM Position: Q4 2021 in Review

4Thought Financial Group sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 10,394 shares — an estimated $257K sold.

4Thought Financial Group first reported a position in IBDM in Q1 2021 and held it in 3 quarters. The position peaked at $257K in Q3 2021. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

4Thought Financial Group reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
4Thought Financial Group sold 10,394 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $257K.
4Thought Financial Group first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q1 2021 and held it in 3 quarters.
4Thought Financial Group's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $257K in Q3 2021.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on 4Thought Financial Group's 13F filing for Q4 2021, filed 26 Jan 2022.