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

4Thought Financial Group’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.41M Buy
233,473
+46,822
+25% +$1.09M 2.54% 14
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

Other funds holding IBDU

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

4Thought Financial Group increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 25% in Q2 2026, buying an estimated $1.09M and bringing the position to 233,473 shares worth $5.41M. The position accounts for 2.54% of the portfolio, ranked #14.

4Thought Financial Group first reported a position in IBDU in Q1 2021 and has held it in 22 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • 4Thought Financial Group held 233,473 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $5.41M as of Q2 2026.
  • 4Thought Financial Group bought 46,822 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $1.09M.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 2.54% of 4Thought Financial Group's portfolio in Q2 2026, its #14 holding.
  • 4Thought Financial Group first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2021 and has held it in 22 quarters since.
  • 386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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