4Thought Financial Group
IBDW icon

4Thought Financial Group’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

4Thought Financial Group’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.06M Buy
302,284
+662
+0.2% +$13.6K 2.82% 10
2026
Q2 		$6.29M Buy
301,622
+56,938
+23% +$1.19M 2.95% 11
2026
Q1 		$5.12M Sell
244,684
-786
-0.3% -$16.6K 2.53% 10
2025
Q4 		$5.19M Buy
245,470
+11,514
+5% +$244K 2.57% 10
2025
Q3 		$4.96M Buy
233,956
+726
+0.3% +$15.3K 2.51% 10
2025
Q2 		$4.91M Sell
233,230
-16,785
-7% -$347K 2.61% 7
2025
Q1 		$5.19M Buy
250,015
+27,408
+12% +$562K 3.21% 8
2024
Q4 		$4.53M Buy
222,607
+5,425
+2% +$112K 2.81% 10
2024
Q3 		$4.61M Buy
217,182
+2,836
+1% +$59.1K 2.84% 7
2024
Q2 		$4.35M Buy
214,346
+11,413
+6% +$230K 2.7% 8
2024
Q1 		$4.16M Buy
202,933
+27,157
+15% +$555K 2.73% 7
2023
Q4 		$3.65M Sell
175,776
-2,743
-2% -$54K 2.64% 10
2023
Q3 		$3.46M Buy
178,519
+3,680
+2% +$73.2K 2.78% 9
2023
Q2 		$3.54M Sell
174,839
-9,906
-5% -$202K 2.83% 10
2023
Q1 		$3.81M Buy
184,745
+3,320
+2% +$67.8K 3.15% 7
2022
Q4 		$3.61M Buy
181,425
+4,181
+2% +$82.7K 3.25% 9
2022
Q3 		$3.46M Buy
177,244
+2,621
+2% +$54.6K 3.4% 9
2022
Q2 		$3.63M Buy
+174,623
New +$3.72M 3.41% 10
2022
Q1 		– Sell
-166,038
Closed -$4.13M – 101
2021
Q4 		$4.13M Buy
+166,038
New +$4.13M 3.33% 10

Other funds holding IBDW

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Sarver Vrooman Wealth Advisors
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
Woodmont Investment Counsel
Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
MV Capital Management
MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return

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

4Thought Financial Group increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 0.22% in Q3 2026, buying an estimated $13.6K and bringing the position to 302,284 shares worth $6.06M. The position accounts for 2.82% of the portfolio, ranked #10.

4Thought Financial Group first reported a position in IBDW in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.29M in Q2 2026. 182 funds tracked by Wall St. Rank hold IBDW as of Q3 2026.

  • 4Thought Financial Group held 302,284 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $6.06M as of Q3 2026.
  • 4Thought Financial Group bought 662 iShares iBonds Dec 2031 Term Corporate ETF shares in Q3 2026, an estimated $13.6K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 2.82% of 4Thought Financial Group's portfolio in Q3 2026, its #10 holding.
  • 4Thought Financial Group first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2021 and has held it in 19 quarters since.
  • 4Thought Financial Group's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $6.29M in Q2 2026.
  • 182 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q3 2026.

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