4Thought Financial Group’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

4Thought Financial Group’s Portfolio IBDZ Stock Details IBDZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.56M	Buy	185,029 +93	+0.1%	+$2.37K	2.12%	17
2026 Q2	$4.82M	Buy	184,936 +10,845	+6%	+$282K	2.26%	16
2026 Q1	$4.54M	Buy	174,091 +168	+0.1%	+$4.43K	2.24%	13
2025 Q4	$4.59M	Buy	173,923 +3,184	+2%	+$84.3K	2.27%	12
2025 Q3	$4.52M	Buy	170,739 +5,310	+3%	+$139K	2.28%	11
2025 Q2	$4.32M	Buy	165,429 +3,024	+2%	+$77.3K	2.3%	12
2025 Q1	$4.19M	Buy	162,405 +1,158	+0.7%	+$29.6K	2.59%	17
2024 Q4	$4.1M	Buy	+161,247	New	+$4.18M	2.55%	11

Other funds holding IBDZ

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return

MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return

Nestegg Advisors Hauppauge, New York $152M AUM 11.83% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

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

4Thought Financial Group increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 0.05% in Q3 2026, buying an estimated $2.37K and bringing the position to 185,029 shares worth $4.56M. The position accounts for 2.12% of the portfolio, ranked #17.

4Thought Financial Group first reported a position in IBDZ in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.82M in Q2 2026. 79 funds tracked by Wall St. Rank hold IBDZ as of Q3 2026.

4Thought Financial Group held 185,029 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $4.56M as of Q3 2026.
4Thought Financial Group bought 93 iShares iBonds Dec 2034 Term Corporate ETF shares in Q3 2026, an estimated $2.37K.
iShares iBonds Dec 2034 Term Corporate ETF made up 2.12% of 4Thought Financial Group's portfolio in Q3 2026, its #17 holding.
4Thought Financial Group first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q4 2024 and has held it in 8 quarters since.
4Thought Financial Group's iShares iBonds Dec 2034 Term Corporate ETF position peaked at $4.82M in Q2 2026.
79 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q3 2026.

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