4FG
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4Thought Financial Group’s iShares iBonds Oct 2029 Term TIPS ETF IBIF Stock Holding History

4Thought Financial Group’s Portfolio IBIF Stock Details IBIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$364K Buy
13,840
+465
+3% +$12.3K 0.17% 42
2026
Q1 		$351K Buy
+13,375
New +$350K 0.17% 44

Other funds holding IBIF

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
ATI
ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

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

4Thought Financial Group increased its iShares iBonds Oct 2029 Term TIPS ETF (IBIF) stake by 3.5% in Q2 2026, buying an estimated $12.3K and bringing the position to 13,840 shares worth $364K. The position accounts for 0.17% of the portfolio, ranked #42.

4Thought Financial Group first reported a position in IBIF in Q1 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold IBIF as of Q2 2026.

  • 4Thought Financial Group held 13,840 shares of iShares iBonds Oct 2029 Term TIPS ETF worth $364K as of Q2 2026.
  • 4Thought Financial Group bought 465 iShares iBonds Oct 2029 Term TIPS ETF shares in Q2 2026, an estimated $12.3K.
  • iShares iBonds Oct 2029 Term TIPS ETF made up 0.17% of 4Thought Financial Group's portfolio in Q2 2026, its #42 holding.
  • 4Thought Financial Group first reported a position in iShares iBonds Oct 2029 Term TIPS ETF in Q1 2026 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held iShares iBonds Oct 2029 Term TIPS ETF as of Q2 2026.

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