4FG
IBDZ

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
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

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

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

4Thought Financial Group increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 6.2% in Q2 2026, buying an estimated $282K and bringing the position to 184,936 shares worth $4.82M. The position accounts for 2.26% of the portfolio, ranked #16.

4Thought Financial Group first reported a position in IBDZ in Q4 2024 and has held it in 7 quarters since. 128 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • 4Thought Financial Group held 184,936 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $4.82M as of Q2 2026.
  • 4Thought Financial Group bought 10,845 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $282K.
  • iShares iBonds Dec 2034 Term Corporate ETF made up 2.26% of 4Thought Financial Group's portfolio in Q2 2026, its #16 holding.
  • 4Thought Financial Group first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
  • 128 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

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