FourThought Financial Partners’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.21M	Buy	138,565 +15,215	+12%	+$353K	0.25%	92
2026 Q1	$2.87M	Buy	123,350 +33,973	+38%	+$795K	0.25%	95
2025 Q4	$2.09M	Buy	89,377 +23,277	+35%	+$545K	0.18%	101
2025 Q3	$1.55M	Buy	66,100 +37,852	+134%	+$884K	0.14%	104
2025 Q2	$659K	Buy	+28,248	New	+$652K	0.07%	164

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

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

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

FourThought Financial Partners increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 12% in Q2 2026, buying an estimated $353K and bringing the position to 138,565 shares worth $3.21M. The position accounts for 0.25% of the portfolio, ranked #92.

FourThought Financial Partners first reported a position in IBDU in Q2 2025 and has held it in 5 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

FourThought Financial Partners held 138,565 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $3.21M as of Q2 2026.
FourThought Financial Partners bought 15,215 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $353K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.25% of FourThought Financial Partners's portfolio in Q2 2026, its #92 holding.
FourThought Financial Partners first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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