4FG
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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
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

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

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

4Thought Financial Group increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 23% in Q2 2026, buying an estimated $1.19M and bringing the position to 301,622 shares worth $6.29M. The position accounts for 2.95% of the portfolio, ranked #11.

4Thought Financial Group first reported a position in IBDW in Q4 2021 and has held it in 18 quarters since. 165 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • 4Thought Financial Group held 301,622 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $6.29M as of Q2 2026.
  • 4Thought Financial Group bought 56,938 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $1.19M.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 2.95% of 4Thought Financial Group's portfolio in Q2 2026, its #11 holding.
  • 4Thought Financial Group first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2021 and has held it in 18 quarters since.
  • 165 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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