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 Q2	$892K	Sell	36,803 -4,479	-11%	-$108K	0.07%	152
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

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

FourThought Financial Partners's IBDR Position: Q2 2026 in Review

FourThought Financial Partners reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 11% in Q2 2026, selling an estimated $108K and leaving 36,803 shares worth $892K. The position accounts for 0.07% of the portfolio, ranked #152.

FourThought Financial Partners first reported a position in IBDR in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.04M in Q4 2025. 424 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

FourThought Financial Partners held 36,803 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $892K as of Q2 2026.
FourThought Financial Partners sold 4,479 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $108K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.07% of FourThought Financial Partners's portfolio in Q2 2026, its #152 holding.
FourThought Financial Partners first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
FourThought Financial Partners's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1.04M in Q4 2025.
424 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.