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FourThought Financial Partners’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

FourThought Financial Partners’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1M Sell
41,282
-1,614
-4% -$39.1K 0.09% 132
2025
Q4 		$1.04M Buy
42,896
+13,586
+46% +$329K 0.09% 137
2025
Q3 		$712K Buy
+29,310
New +$710K 0.06% 160

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Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

FourThought Financial Partners's IBDR Position: Q1 2026 in Review

FourThought Financial Partners reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 3.8% in Q1 2026, selling an estimated $39.1K and leaving 41,282 shares worth $1M. The position accounts for 0.09% of the portfolio, ranked #132.

FourThought Financial Partners first reported a position in IBDR in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.04M in Q4 2025. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

  • FourThought Financial Partners held 41,282 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $1M as of Q1 2026.
  • FourThought Financial Partners sold 1,614 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $39.1K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.09% of FourThought Financial Partners's portfolio in Q1 2026, its #132 holding.
  • FourThought Financial Partners first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2025 and has held it in 3 quarters since.
  • FourThought Financial Partners's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1.04M in Q4 2025.
  • 439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.