4Thought Financial Group’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.34M	Sell	186,651 -3,169	-2%	-$74.1K	2.15%	17
2025 Q4	$4.44M	Buy	189,820 +7,975	+4%	+$187K	2.2%	15
2025 Q3	$4.27M	Buy	181,845 +8,291	+5%	+$194K	2.16%	15
2025 Q2	$4.05M	Sell	173,554 -18,354	-10%	-$423K	2.15%	15
2025 Q1	$4.44M	Buy	191,908 +24,735	+15%	+$567K	2.74%	14
2024 Q4	$3.81M	Buy	167,173 +8,536	+5%	+$197K	2.37%	17
2024 Q3	$3.73M	Buy	158,637 +2,302	+1%	+$53.4K	2.3%	15
2024 Q2	$3.54M	Buy	156,335 +10,036	+7%	+$226K	2.2%	17
2024 Q1	$3.34M	Buy	146,299 +23,512	+19%	+$536K	2.2%	17
2023 Q4	$2.83M	Sell	122,787 -5,018	-4%	-$111K	2.05%	19
2023 Q3	$2.8M	Buy	127,805 +1,527	+1%	+$34K	2.25%	14
2023 Q2	$2.83M	Sell	126,278 -3,726	-3%	-$84.5K	2.26%	14
2023 Q1	$2.97M	Sell	130,004 -2,104	-2%	-$47.5K	2.46%	13
2022 Q4	$2.93M	Buy	132,108 +2,227	+2%	+$49.1K	2.64%	13
2022 Q3	$2.83M	Buy	129,881 +366	+0.3%	+$8.39K	2.78%	14
2022 Q2	$2.96M	Buy	129,515 +1,936	+2%	+$45.1K	2.78%	14
2022 Q1	$3.13M	Buy	127,579 +1,722	+1%	+$43.4K	2.77%	15
2021 Q4	$3.31M	Buy	125,857 +6,018	+5%	+$159K	2.68%	16
2021 Q3	$3.19M	Buy	119,839 +7,729	+7%	+$208K	2.77%	15
2021 Q2	$3.01M	Buy	112,110 +4,747	+4%	+$126K	2.71%	14
2021 Q1	$2.81M	Buy	+107,363	New	+$2.87M	2.7%	15