4FG
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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
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

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

4Thought Financial Group's IBDR Position: Q2 2026 in Review

4Thought Financial Group increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 23% in Q2 2026, buying an estimated $1.03M and bringing the position to 227,209 shares worth $5.51M. The position accounts for 2.59% of the portfolio, ranked #12.

4Thought Financial Group first reported a position in IBDR in Q1 2021 and has held it in 22 quarters since. 225 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • 4Thought Financial Group held 227,209 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $5.51M as of Q2 2026.
  • 4Thought Financial Group bought 42,628 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $1.03M.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 2.59% of 4Thought Financial Group's portfolio in Q2 2026, its #12 holding.
  • 4Thought Financial Group first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2021 and has held it in 22 quarters since.
  • 225 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on 4Thought Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.