4FG
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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
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% +$99.7K 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

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
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 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
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IW
Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GPA
Guidance Point Advisors Wellesley, Massachusetts $474M AUM 16.74% 1-Year Est. Return

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

4Thought Financial Group increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 5.9% in Q2 2026, buying an estimated $265K and bringing the position to 185,959 shares worth $4.79M. The position accounts for 2.25% of the portfolio, ranked #18.

4Thought Financial Group first reported a position in IBDY in Q4 2023 and has held it in 11 quarters since. 86 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

  • 4Thought Financial Group held 185,959 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $4.79M as of Q2 2026.
  • 4Thought Financial Group bought 10,284 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $265K.
  • iShares iBonds Dec 2033 Term Corporate ETF made up 2.25% of 4Thought Financial Group's portfolio in Q2 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 11 quarters since.
  • 86 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

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