FourThought Financial Partners’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

FourThought Financial Partners’s Portfolio IBDS Stock Details IBDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.09M	Buy	86,208 +13,743	+19%	+$333K	0.16%	108
2026 Q1	$1.76M	Buy	72,465 +24,387	+51%	+$592K	0.15%	109
2025 Q4	$1.17M	Buy	48,078 +13,960	+41%	+$339K	0.1%	127
2025 Q3	$830K	Buy	34,118 +25,247	+285%	+$612K	0.07%	152
2025 Q2	$215K	Buy	+8,871	New	+$214K	0.02%	282

Other funds holding IBDS

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

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

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

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

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

FourThought Financial Partners increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 19% in Q2 2026, buying an estimated $333K and bringing the position to 86,208 shares worth $2.09M. The position accounts for 0.16% of the portfolio, ranked #108.

FourThought Financial Partners first reported a position in IBDS in Q2 2025 and has held it in 5 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

FourThought Financial Partners held 86,208 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $2.09M as of Q2 2026.
FourThought Financial Partners bought 13,743 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $333K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.16% of FourThought Financial Partners's portfolio in Q2 2026, its #108 holding.
FourThought Financial Partners first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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