4FG
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4Thought Financial Group’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

4Thought Financial Group’s Portfolio IBDX Stock Details IBDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.3M Buy
250,276
+45,200
+22% +$1.14M 2.96% 10
2026
Q1 		$5.18M Sell
205,076
-819
-0.4% -$20.9K 2.56% 9
2025
Q4 		$5.26M Buy
205,895
+8,915
+5% +$228K 2.6% 8
2025
Q3 		$5.05M Buy
196,980
+4,974
+3% +$126K 2.55% 8
2025
Q2 		$4.85M Buy
192,006
+22,589
+13% +$560K 2.58% 9
2025
Q1 		$4.23M Buy
169,417
+3,398
+2% +$84.1K 2.62% 15
2024
Q4 		$4.08M Buy
166,019
+727
+0.4% +$18.2K 2.53% 12
2024
Q3 		$4.25M Buy
165,292
+947
+0.6% +$23.9K 2.62% 11
2024
Q2 		$4.04M Buy
164,345
+9,404
+6% +$230K 2.51% 11
2024
Q1 		$3.84M Buy
154,941
+10,206
+7% +$253K 2.53% 10
2023
Q4 		$3.65M Sell
144,735
-2,188
-1% -$52.2K 2.64% 9
2023
Q3 		$3.45M Buy
146,923
+2,421
+2% +$58.5K 2.77% 10
2023
Q2 		$3.56M Sell
144,502
-6,751
-4% -$167K 2.84% 8
2023
Q1 		$3.79M Buy
151,253
+1,591
+1% +$39.4K 3.14% 9
2022
Q4 		$3.62M Buy
+149,662
New +$3.59M 3.26% 8

Other funds holding IBDX

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

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

4Thought Financial Group increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 22% in Q2 2026, buying an estimated $1.14M and bringing the position to 250,276 shares worth $6.3M. The position accounts for 2.96% of the portfolio, ranked #10.

4Thought Financial Group first reported a position in IBDX in Q4 2022 and has held it in 15 quarters since. 117 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

  • 4Thought Financial Group held 250,276 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $6.3M as of Q2 2026.
  • 4Thought Financial Group bought 45,200 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $1.14M.
  • iShares iBonds Dec 2032 Term Corporate ETF made up 2.96% of 4Thought Financial Group's portfolio in Q2 2026, its #10 holding.
  • 4Thought Financial Group first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2022 and has held it in 15 quarters since.
  • 117 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

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