4FG
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4Thought Financial Group’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

4Thought Financial Group’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.32M Buy
289,935
+51,000
+21% +$1.11M 2.97% 9
2026
Q1 		$5.23M Sell
238,935
-787
-0.3% -$17.4K 2.59% 8
2025
Q4 		$5.29M Buy
239,722
+11,830
+5% +$262K 2.62% 7
2025
Q3 		$5.05M Buy
227,892
+6,697
+3% +$147K 2.55% 7
2025
Q2 		$4.86M Sell
221,195
-16,559
-7% -$359K 2.58% 8
2025
Q1 		$5.16M Buy
237,754
+25,026
+12% +$538K 3.19% 9
2024
Q4 		$4.54M Buy
212,728
+5,793
+3% +$125K 2.82% 8
2024
Q3 		$4.59M Buy
206,935
+2,559
+1% +$55.8K 2.83% 8
2024
Q2 		$4.35M Buy
204,376
+10,841
+6% +$229K 2.7% 9
2024
Q1 		$4.14M Buy
193,535
+25,260
+15% +$540K 2.72% 8
2023
Q4 		$3.64M Sell
168,275
-4,366
-3% -$90.3K 2.63% 11
2023
Q3 		$3.52M Buy
172,641
+5,246
+3% +$109K 2.83% 8
2023
Q2 		$3.55M Sell
167,395
-9,537
-5% -$203K 2.83% 9
2023
Q1 		$3.81M Buy
176,932
+2,375
+1% +$50.5K 3.15% 8
2022
Q4 		$3.63M Buy
174,557
+4,083
+2% +$84.2K 3.27% 7
2022
Q3 		$3.45M Buy
170,474
+343
+0.2% +$7.37K 3.4% 10
2022
Q2 		$3.64M Buy
170,131
+3,318
+2% +$72.5K 3.42% 9
2022
Q1 		$3.87M Buy
166,813
+3,051
+2% +$73K 3.43% 11
2021
Q4 		$4.11M Buy
163,762
+7,392
+5% +$186K 3.32% 11
2021
Q3 		$3.96M Buy
156,370
+13,656
+10% +$350K 3.44% 10
2021
Q2 		$3.64M Buy
142,714
+4,836
+4% +$121K 3.28% 11
2021
Q1 		$3.42M Buy
+137,878
New +$3.51M 3.29% 11

Other funds holding IBDV

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

4Thought Financial Group increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 21% in Q2 2026, buying an estimated $1.11M and bringing the position to 289,935 shares worth $6.32M. The position accounts for 2.97% of the portfolio, ranked #9.

4Thought Financial Group first reported a position in IBDV in Q1 2021 and has held it in 22 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • 4Thought Financial Group held 289,935 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $6.32M as of Q2 2026.
  • 4Thought Financial Group bought 51,000 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $1.11M.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 2.97% of 4Thought Financial Group's portfolio in Q2 2026, its #9 holding.
  • 4Thought Financial Group first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2021 and has held it in 22 quarters since.
  • 349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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