4Thought Financial Group
IBDY icon

4Thought Financial Group’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

4Thought Financial Group’s Portfolio IBDY Stock Details IBDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.54M Sell
185,381
-578
-0.3% -$14.6K 2.11% 18
2026
Q2 		$4.79M Buy
185,959
+10,284
+6% +$265K 2.25% 18
2026
Q1 		$4.54M Buy
175,675
+424
+0.2% +$11.1K 2.25% 12
2025
Q4 		$4.58M Buy
175,251
+3,717
+2% +$97.4K 2.27% 13
2025
Q3 		$4.5M Buy
171,534
+2,995
+2% +$77.7K 2.27% 12
2025
Q2 		$4.37M Buy
168,539
+3,933
+2% +$100K 2.32% 11
2025
Q1 		$4.21M Buy
164,606
+3,151
+2% +$79.7K 2.6% 16
2024
Q4 		$4.05M Buy
161,455
+256
+0.2% +$6.56K 2.51% 13
2024
Q3 		$4.26M Buy
161,199
+1,966
+1% +$50.9K 2.63% 10
2024
Q2 		$4.01M Buy
159,233
+8,982
+6% +$225K 2.49% 12
2024
Q1 		$3.83M Buy
150,251
+9,809
+7% +$249K 2.52% 11
2023
Q4 		$3.63M Buy
+140,442
New +$3.43M 2.62% 13

Other funds holding IBDY

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
MV Capital Management
MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Arrow Financial
Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return
MB, Levis & Associates
MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $410M AUM 17.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Instrumental Wealth
Instrumental Wealth Tampa, Florida $206M AUM 16.83% 1-Year Est. Return

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

4Thought Financial Group reduced its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 0.31% in Q3 2026, selling an estimated $14.6K and leaving 185,381 shares worth $4.54M. The position accounts for 2.11% of the portfolio, ranked #18.

4Thought Financial Group first reported a position in IBDY in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.79M in Q2 2026. 107 funds tracked by Wall St. Rank hold IBDY as of Q3 2026.

  • 4Thought Financial Group held 185,381 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $4.54M as of Q3 2026.
  • 4Thought Financial Group sold 578 iShares iBonds Dec 2033 Term Corporate ETF shares in Q3 2026, an estimated $14.6K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 2.11% of 4Thought Financial Group's portfolio in Q3 2026, its #18 holding.
  • 4Thought Financial Group first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2023 and has held it in 12 quarters since.
  • 4Thought Financial Group's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $4.79M in Q2 2026.
  • 107 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q3 2026.

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