4Thought Financial Group
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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
Q3 		$6.04M Buy
250,886
+610
+0.2% +$15.1K 2.81% 11
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

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $410M AUM 17.75% 1-Year Est. Return
MV Capital Management
MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Arrow Financial
Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return
Ironwood Financial
Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

4Thought Financial Group increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 0.24% in Q3 2026, buying an estimated $15.1K and bringing the position to 250,886 shares worth $6.04M. The position accounts for 2.81% of the portfolio, ranked #11.

4Thought Financial Group first reported a position in IBDX in Q4 2022 and has held it in 16 quarters since. The position peaked at $6.3M in Q2 2026. 151 funds tracked by Wall St. Rank hold IBDX as of Q3 2026.

  • 4Thought Financial Group held 250,886 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $6.04M as of Q3 2026.
  • 4Thought Financial Group bought 610 iShares iBonds Dec 2032 Term Corporate ETF shares in Q3 2026, an estimated $15.1K.
  • iShares iBonds Dec 2032 Term Corporate ETF made up 2.81% of 4Thought Financial Group's portfolio in Q3 2026, its #11 holding.
  • 4Thought Financial Group first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2022 and has held it in 16 quarters since.
  • 4Thought Financial Group's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $6.3M in Q2 2026.
  • 151 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q3 2026.

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