4FG
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4Thought Financial Group’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

4Thought Financial Group’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.33M Buy
261,333
+44,526
+21% +$1.08M 2.97% 8
2026
Q1 		$5.26M Buy
216,807
+2,974
+1% +$72.2K 2.6% 7
2025
Q4 		$5.19M Buy
213,833
+9,609
+5% +$233K 2.57% 9
2025
Q3 		$4.97M Buy
204,224
+6,713
+3% +$163K 2.51% 9
2025
Q2 		$4.79M Sell
197,511
-15,942
-7% -$385K 2.55% 10
2025
Q1 		$5.16M Buy
213,453
+24,207
+13% +$582K 3.19% 10
2024
Q4 		$4.53M Buy
189,246
+4,072
+2% +$98K 2.81% 9
2024
Q3 		$4.51M Buy
185,174
+2,567
+1% +$61.9K 2.78% 9
2024
Q2 		$4.33M Buy
182,607
+9,412
+5% +$223K 2.69% 10
2024
Q1 		$4.12M Buy
173,195
+21,335
+14% +$508K 2.71% 9
2023
Q4 		$3.63M Sell
151,860
-2,885
-2% -$67.3K 2.63% 12
2023
Q3 		$3.58M Buy
154,745
+2,151
+1% +$50.2K 2.88% 7
2023
Q2 		$3.58M Sell
152,594
-1,532
-1% -$36.3K 2.86% 7
2023
Q1 		$3.67M Buy
154,126
+2,323
+2% +$54.8K 3.04% 10
2022
Q4 		$3.55M Buy
151,803
+45
+0% +$1.04K 3.2% 10
2022
Q3 		$3.49M Sell
151,758
-3,086
-2% -$73.7K 3.43% 8
2022
Q2 		$3.7M Sell
154,844
-2,687
-2% -$64.9K 3.47% 8
2022
Q1 		$3.93M Buy
157,531
+710
+0.5% +$18.2K 3.49% 10
2021
Q4 		$4.17M Buy
156,821
+5,837
+4% +$155K 3.36% 9
2021
Q3 		$4.07M Buy
150,984
+15,701
+12% +$426K 3.54% 8
2021
Q2 		$3.66M Buy
135,283
+4,396
+3% +$118K 3.3% 10
2021
Q1 		$3.5M Buy
+130,887
New +$3.56M 3.37% 10

Other funds holding IBDS

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
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

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

4Thought Financial Group increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 21% in Q2 2026, buying an estimated $1.08M and bringing the position to 261,333 shares worth $6.33M. The position accounts for 2.97% of the portfolio, ranked #8.

4Thought Financial Group first reported a position in IBDS in Q1 2021 and has held it in 22 quarters since. 228 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • 4Thought Financial Group held 261,333 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $6.33M as of Q2 2026.
  • 4Thought Financial Group bought 44,526 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $1.08M.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 2.97% of 4Thought Financial Group's portfolio in Q2 2026, its #8 holding.
  • 4Thought Financial Group first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2021 and has held it in 22 quarters since.
  • 228 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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