4Thought Financial Group
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4Thought Financial Group’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

4Thought Financial Group’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.38M Buy
215,417
+237
+0.1% +$5.95K 2.5% 14
2026
Q2 		$5.43M Buy
215,180
+40,832
+23% +$1.03M 2.55% 13
2026
Q1 		$4.42M Buy
174,348
+792
+0.5% +$20.1K 2.18% 16
2025
Q4 		$4.42M Buy
173,556
+6,840
+4% +$174K 2.19% 16
2025
Q3 		$4.25M Buy
166,716
+7,987
+5% +$203K 2.15% 16
2025
Q2 		$4.03M Sell
158,729
-18,201
-10% -$459K 2.14% 16
2025
Q1 		$4.47M Buy
176,930
+23,613
+15% +$592K 2.76% 13
2024
Q4 		$3.82M Buy
153,317
+7,860
+5% +$197K 2.37% 16
2024
Q3 		$3.71M Buy
145,457
+2,066
+1% +$52.1K 2.29% 16
2024
Q2 		$3.55M Buy
143,391
+9,087
+7% +$224K 2.21% 16
2024
Q1 		$3.34M Buy
134,304
+21,322
+19% +$531K 2.2% 16
2023
Q4 		$2.83M Sell
112,982
-4,758
-4% -$116K 2.05% 18
2023
Q3 		$2.83M Buy
117,740
+873
+0.7% +$21.2K 2.28% 13
2023
Q2 		$2.86M Sell
116,867
-5,172
-4% -$128K 2.28% 13
2023
Q1 		$3.04M Sell
122,039
-1,165
-0.9% -$28.8K 2.52% 12
2022
Q4 		$2.99M Buy
123,204
+1,440
+1% +$34.7K 2.7% 12
2022
Q3 		$2.9M Buy
121,764
+56
+0% +$1.4K 2.85% 12
2022
Q2 		$3.04M Buy
121,708
+864
+0.7% +$21.9K 2.85% 12
2022
Q1 		$3.18M Buy
120,844
+1,166
+1% +$31.7K 2.82% 13
2021
Q4 		$3.39M Buy
119,678
+5,635
+5% +$160K 2.73% 14
2021
Q3 		$3.27M Buy
114,043
+8,045
+8% +$233K 2.84% 14
2021
Q2 		$3.06M Buy
105,998
+4,651
+5% +$133K 2.76% 13
2021
Q1 		$2.87M Buy
+101,347
New +$2.93M 2.77% 13

Other funds holding IBDT

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Woodmont Investment Counsel
Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

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

4Thought Financial Group increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 0.11% in Q3 2026, buying an estimated $5.95K and bringing the position to 215,417 shares worth $5.38M. The position accounts for 2.5% of the portfolio, ranked #14.

4Thought Financial Group first reported a position in IBDT in Q1 2021 and has held it in 23 quarters since. The position peaked at $5.43M in Q2 2026. 321 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

  • 4Thought Financial Group held 215,417 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $5.38M as of Q3 2026.
  • 4Thought Financial Group bought 237 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2026, an estimated $5.95K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 2.5% of 4Thought Financial Group's portfolio in Q3 2026, its #14 holding.
  • 4Thought Financial Group first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2021 and has held it in 23 quarters since.
  • 4Thought Financial Group's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $5.43M in Q2 2026.
  • 321 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

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