4Thought Financial Group’s iShares iBonds Oct 2028 Term TIPS ETF IBIE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$352K	Buy	+13,402	New	+$350K	0.17%	41

Other funds holding IBIE

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return

QFA

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

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return

PIM

Penobscot Investment Management Boston, Massachusetts $1.28B AUM 26.38% 1-Year Est. Return

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

4Thought Financial Group opened a new position in iShares iBonds Oct 2028 Term TIPS ETF (IBIE) in Q1 2026: 13,402 shares worth $352K. The stake represents 0.17% of the portfolio and ranks #41 among its holdings.

31 funds tracked by Wall St. Rank hold IBIE as of Q1 2026.

4Thought Financial Group held 13,402 shares of iShares iBonds Oct 2028 Term TIPS ETF worth $352K as of Q1 2026.
iShares iBonds Oct 2028 Term TIPS ETF was a new 4Thought Financial Group position in Q1 2026.
iShares iBonds Oct 2028 Term TIPS ETF made up 0.17% of 4Thought Financial Group's portfolio in Q1 2026, its #41 holding.
31 funds tracked by Wall St. Rank held iShares iBonds Oct 2028 Term TIPS ETF as of Q1 2026.

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