4Thought Financial Group
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4Thought Financial Group’s iShares iBonds Oct 2035 Term TIPS ETF IBIL Stock Holding History

4Thought Financial Group’s Portfolio IBIL Stock Details IBIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$343K Buy
14,387
+201
+1% +$4.96K 0.16% 46
2026
Q2 		$364K Buy
14,186
+469
+3% +$12K 0.17% 44
2026
Q1 		$350K Buy
+13,717
New +$351K 0.17% 48

Other funds holding IBIL

Asset Dedication LLC
Asset Dedication LLC San Francisco, California $1.62B AUM 18.32% 1-Year Est. Return
Bradley & Co Private Wealth Management
Bradley & Co Private Wealth Management Miami, Florida $219M AUM 16.76% 1-Year Est. Return
Quantum Financial Advisors
Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
ATI
ARK & TLK Investments Oklahoma City, Oklahoma $416M AUM 15.31% 1-Year Est. Return
Cambridge Financial Group (Arizona)
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

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

4Thought Financial Group increased its iShares iBonds Oct 2035 Term TIPS ETF (IBIL) stake by 1.4% in Q3 2026, buying an estimated $4.96K and bringing the position to 14,387 shares worth $343K. The position accounts for 0.16% of the portfolio, ranked #46.

4Thought Financial Group first reported a position in IBIL in Q1 2026 and has held it in 3 quarters since. The position peaked at $364K in Q2 2026. 9 funds tracked by Wall St. Rank hold IBIL as of Q3 2026.

  • 4Thought Financial Group held 14,387 shares of iShares iBonds Oct 2035 Term TIPS ETF worth $343K as of Q3 2026.
  • 4Thought Financial Group bought 201 iShares iBonds Oct 2035 Term TIPS ETF shares in Q3 2026, an estimated $4.96K.
  • iShares iBonds Oct 2035 Term TIPS ETF made up 0.16% of 4Thought Financial Group's portfolio in Q3 2026, its #46 holding.
  • 4Thought Financial Group first reported a position in iShares iBonds Oct 2035 Term TIPS ETF in Q1 2026 and has held it in 3 quarters since.
  • 4Thought Financial Group's iShares iBonds Oct 2035 Term TIPS ETF position peaked at $364K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held iShares iBonds Oct 2035 Term TIPS ETF as of Q3 2026.

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