4FG
IBDQ

4Thought Financial Group’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

4Thought Financial Group’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-173,031
Closed -$4.36M – 97
2025
Q3 		$4.36M Buy
173,031
+10,964
+7% +$276K 2.2% 13
2025
Q2 		$4.08M Sell
162,067
-16,871
-9% -$424K 2.17% 14
2025
Q1 		$4.5M Buy
178,938
+23,900
+15% +$600K 2.78% 12
2024
Q4 		$3.88M Buy
155,038
+6,091
+4% +$153K 2.41% 15
2024
Q3 		$3.74M Buy
148,947
+2,199
+1% +$54.9K 2.31% 14
2024
Q2 		$3.65M Buy
146,748
+8,389
+6% +$208K 2.27% 15
2024
Q1 		$3.43M Buy
138,359
+20,616
+18% +$511K 2.26% 14
2023
Q4 		$2.92M Sell
117,743
-9,086
-7% -$223K 2.11% 16
2023
Q3 		$3.09M Sell
126,829
-5,215
-4% -$127K 2.49% 11
2023
Q2 		$3.22M Buy
132,044
+4,457
+3% +$109K 2.57% 11
2023
Q1 		$3.13M Sell
127,587
-60
-0% -$1.47K 2.59% 11
2022
Q4 		$3.1M Sell
127,647
-3,945
-3% -$95.6K 2.8% 11
2022
Q3 		$3.17M Sell
131,592
-3,016
-2% -$74.4K 3.12% 11
2022
Q2 		$3.33M Sell
134,608
-3,880
-3% -$96.6K 3.12% 11
2022
Q1 		$3.5M Sell
138,488
-357
-0.3% -$9.21K 3.1% 12
2021
Q4 		$3.67M Buy
138,845
+5,260
+4% +$140K 2.96% 13
2021
Q3 		$3.59M Buy
133,585
+13,057
+11% +$352K 3.11% 12
2021
Q2 		$3.25M Buy
120,528
+4,465
+4% +$120K 2.93% 12
2021
Q1 		$3.11M Buy
+116,063
New +$3.14M 3% 12

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

4Thought Financial Group's IBDQ Position: Q4 2025 in Review

4Thought Financial Group sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 173,031 shares — an estimated $4.36M sold.

4Thought Financial Group first reported a position in IBDQ in Q1 2021 and held it in 19 quarters. The position peaked at $4.5M in Q1 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • 4Thought Financial Group reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • 4Thought Financial Group sold 173,031 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $4.36M.
  • 4Thought Financial Group first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2021 and held it in 19 quarters.
  • 4Thought Financial Group's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $4.5M in Q1 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on 4Thought Financial Group's 13F filing for Q4 2025, filed 29 Jan 2026.