4Thought Financial Group
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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
Q3 		$6.31M Buy
261,602
+269
+0.1% +$6.5K 2.94% 8
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 		$4.16M 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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
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
Sound View Wealth Advisors Group
Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 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
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

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

4Thought Financial Group increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 0.1% in Q3 2026, buying an estimated $6.5K and bringing the position to 261,602 shares worth $6.31M. The position accounts for 2.94% of the portfolio, ranked #8.

4Thought Financial Group first reported a position in IBDS in Q1 2021 and has held it in 23 quarters since. The position peaked at $6.33M in Q2 2026. 319 funds tracked by Wall St. Rank hold IBDS as of Q3 2026.

  • 4Thought Financial Group held 261,602 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $6.31M as of Q3 2026.
  • 4Thought Financial Group bought 269 iShares iBonds Dec 2027 Term Corporate ETF shares in Q3 2026, an estimated $6.5K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 2.94% of 4Thought Financial Group's portfolio in Q3 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 23 quarters since.
  • 4Thought Financial Group's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $6.33M in Q2 2026.
  • 319 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2026.

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