FourThought Financial Partners’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.44M	Buy	96,458 +16,943	+21%	+$428K	0.19%	104
2026 Q1	$2.01M	Buy	79,515 +25,622	+48%	+$652K	0.17%	104
2025 Q4	$1.37M	Buy	53,893 +13,322	+33%	+$339K	0.12%	117
2025 Q3	$1.04M	Buy	40,571 +27,588	+212%	+$701K	0.09%	135
2025 Q2	$330K	Buy	+12,983	New	+$327K	0.03%	222

Other funds holding IBDT

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

CIA

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

FourThought Financial Partners increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 21% in Q2 2026, buying an estimated $428K and bringing the position to 96,458 shares worth $2.44M. The position accounts for 0.19% of the portfolio, ranked #104.

FourThought Financial Partners first reported a position in IBDT in Q2 2025 and has held it in 5 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

FourThought Financial Partners held 96,458 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $2.44M as of Q2 2026.
FourThought Financial Partners bought 16,943 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $428K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.19% of FourThought Financial Partners's portfolio in Q2 2026, its #104 holding.
FourThought Financial Partners first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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