4FG
4Thought Financial Group’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.86M | Sell |
221,195
-16,559
| -7% | -$364K | 2.58% | 8 |
|
|
2025
Q1 | $5.16M | Buy |
237,754
+25,026
| +12% | +$544K | 3.19% | 9 |
|
|
2024
Q4 | $4.54M | Buy |
212,728
+5,793
| +3% | +$124K | 2.82% | 8 |
|
|
2024
Q3 | $4.59M | Buy |
206,935
+2,559
| +1% | +$56.7K | 2.83% | 8 |
|
|
2024
Q2 | $4.35M | Buy |
204,376
+10,841
| +6% | +$230K | 2.7% | 9 |
|
|
2024
Q1 | $4.14M | Buy |
193,535
+25,260
| +15% | +$541K | 2.72% | 8 |
|
|
2023
Q4 | $3.64M | Sell |
168,275
-4,366
| -3% | -$94.5K | 2.63% | 11 |
|
|
2023
Q3 | $3.52M | Buy |
172,641
+5,246
| +3% | +$107K | 2.83% | 8 |
|
|
2023
Q2 | $3.55M | Sell |
167,395
-9,537
| -5% | -$202K | 2.83% | 9 |
|
|
2023
Q1 | $3.81M | Buy |
176,932
+2,375
| +1% | +$51.1K | 3.15% | 8 |
|
|
2022
Q4 | $3.63M | Buy |
174,557
+4,083
| +2% | +$84.9K | 3.27% | 7 |
|
|
2022
Q3 | $3.45M | Buy |
170,474
+343
| +0.2% | +$6.95K | 3.4% | 10 |
|
|
2022
Q2 | $3.64M | Buy |
170,131
+3,318
| +2% | +$71K | 3.42% | 9 |
|
|
2022
Q1 | $3.87M | Buy |
166,813
+3,051
| +2% | +$70.7K | 3.43% | 11 |
|
|
2021
Q4 | $4.11M | Buy |
163,762
+7,392
| +5% | +$185K | 3.32% | 11 |
|
|
2021
Q3 | $3.96M | Buy |
156,370
+13,656
| +10% | +$345K | 3.44% | 10 |
|
|
2021
Q2 | $3.64M | Buy |
142,714
+4,836
| +4% | +$123K | 3.28% | 11 |
|
|
2021
Q1 | $3.42M | Buy |
+137,878
| New | +$3.42M | 3.29% | 11 |
|