4FG
4Thought Financial Group’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.79M | Sell |
197,511
-15,942
| -7% | -$387K | 2.55% | 10 |
|
|
2025
Q1 | $5.16M | Buy |
213,453
+24,207
| +13% | +$585K | 3.19% | 10 |
|
|
2024
Q4 | $4.53M | Buy |
189,246
+4,072
| +2% | +$97.6K | 2.81% | 9 |
|
|
2024
Q3 | $4.51M | Buy |
185,174
+2,567
| +1% | +$62.6K | 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% | -$69K | 2.63% | 12 |
|
|
2023
Q3 | $3.58M | Buy |
154,745
+2,151
| +1% | +$49.8K | 2.88% | 7 |
|
|
2023
Q2 | $3.58M | Sell |
152,594
-1,532
| -1% | -$36K | 2.86% | 7 |
|
|
2023
Q1 | $3.67M | Buy |
154,126
+2,323
| +2% | +$55.3K | 3.04% | 10 |
|
|
2022
Q4 | $3.55M | Buy |
151,803
+45
| +0% | +$1.05K | 3.2% | 10 |
|
|
2022
Q3 | $3.49M | Sell |
151,758
-3,086
| -2% | -$71K | 3.43% | 8 |
|
|
2022
Q2 | $3.7M | Sell |
154,844
-2,687
| -2% | -$64.1K | 3.47% | 8 |
|
|
2022
Q1 | $3.93M | Buy |
157,531
+710
| +0.5% | +$17.7K | 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% | +$424K | 3.54% | 8 |
|
|
2021
Q2 | $3.66M | Buy |
135,283
+4,396
| +3% | +$119K | 3.3% | 10 |
|
|
2021
Q1 | $3.5M | Buy |
+130,887
| New | +$3.5M | 3.37% | 10 |
|