4Thought Financial Group’s iShares iBonds Oct 2027 Term TIPS ETF IBID Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$352K	Buy	+13,495	New	+$350K	0.17%	40

Other funds holding IBID

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Addison Advisors Middlebury, Vermont $452M AUM 14.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HNW

High Note Wealth Deephaven, Minnesota $509M AUM 19.25% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

4Thought Financial Group's IBID Position: Q1 2026 in Review

4Thought Financial Group opened a new position in iShares iBonds Oct 2027 Term TIPS ETF (IBID) in Q1 2026: 13,495 shares worth $352K. The stake represents 0.17% of the portfolio and ranks #40 among its holdings.

29 funds tracked by Wall St. Rank hold IBID as of Q1 2026.

4Thought Financial Group held 13,495 shares of iShares iBonds Oct 2027 Term TIPS ETF worth $352K as of Q1 2026.
iShares iBonds Oct 2027 Term TIPS ETF was a new 4Thought Financial Group position in Q1 2026.
iShares iBonds Oct 2027 Term TIPS ETF made up 0.17% of 4Thought Financial Group's portfolio in Q1 2026, its #40 holding.
29 funds tracked by Wall St. Rank held iShares iBonds Oct 2027 Term TIPS ETF as of Q1 2026.

Based on 4Thought Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.