4Thought Financial Group
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4Thought Financial Group’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

4Thought Financial Group’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.51M Buy
227,381
+172
+0.1% +$4.16K 2.57% 13
2026
Q2 		$5.51M Buy
227,209
+42,628
+23% +$1.03M 2.59% 12
2026
Q1 		$4.47M Sell
184,581
-1,529
-0.8% -$37.1K 2.21% 15
2025
Q4 		$4.51M Buy
186,110
+7,971
+4% +$193K 2.23% 14
2025
Q3 		$4.33M Buy
178,139
+8,666
+5% +$210K 2.19% 14
2025
Q2 		$4.11M Sell
169,473
-17,923
-10% -$433K 2.18% 13
2025
Q1 		$4.54M Buy
187,396
+25,249
+16% +$609K 2.8% 11
2024
Q4 		$3.9M Buy
162,147
+5,999
+4% +$145K 2.42% 14
2024
Q3 		$3.79M Buy
156,148
+2,248
+1% +$54.1K 2.34% 13
2024
Q2 		$3.67M Buy
153,900
+10,111
+7% +$240K 2.28% 14
2024
Q1 		$3.43M Buy
143,789
+22,957
+19% +$547K 2.26% 15
2023
Q4 		$2.89M Sell
120,832
-5,792
-5% -$136K 2.09% 17
2023
Q3 		$2.95M Buy
126,624
+1,905
+2% +$44.6K 2.38% 12
2023
Q2 		$2.93M Buy
124,719
+3,290
+3% +$77.7K 2.34% 12
2023
Q1 		$2.88M Sell
121,429
-1,867
-2% -$43.9K 2.38% 14
2022
Q4 		$2.88M Sell
123,296
-133
-0.1% -$3.09K 2.59% 14
2022
Q3 		$2.85M Sell
123,429
-2,967
-2% -$70.7K 2.8% 13
2022
Q2 		$3.01M Sell
126,396
-2,453
-2% -$59K 2.82% 13
2022
Q1 		$3.18M Sell
128,849
-85
-0.1% -$2.15K 2.82% 14
2021
Q4 		$3.36M Buy
128,934
+5,311
+4% +$139K 2.71% 15
2021
Q3 		$3.28M Buy
123,623
+12,020
+11% +$320K 2.84% 13
2021
Q2 		$2.97M Buy
111,603
+3,988
+4% +$106K 2.68% 15
2021
Q1 		$2.84M Buy
+107,615
New +$2.88M 2.74% 14

Other funds holding IBDR

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Sound View Wealth Advisors Group
Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

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

4Thought Financial Group increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 0.08% in Q3 2026, buying an estimated $4.16K and bringing the position to 227,381 shares worth $5.51M. The position accounts for 2.57% of the portfolio, ranked #13.

4Thought Financial Group first reported a position in IBDR in Q1 2021 and has held it in 23 quarters since. 297 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

  • 4Thought Financial Group held 227,381 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $5.51M as of Q3 2026.
  • 4Thought Financial Group bought 172 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2026, an estimated $4.16K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 2.57% of 4Thought Financial Group's portfolio in Q3 2026, its #13 holding.
  • 4Thought Financial Group first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2021 and has held it in 23 quarters since.
  • 297 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

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