FourThought Financial Partners’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.87M	Buy	89,580 +19,282	+27%	+$402K	0.14%	111
2026 Q1	$1.47M	Buy	70,298 +32,437	+86%	+$685K	0.13%	114
2025 Q4	$801K	Buy	37,861 +21,864	+137%	+$463K	0.07%	161
2025 Q3	$339K	Buy	+15,997	New	+$337K	0.03%	275

Other funds holding IBDW

ACA

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

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

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

CIA

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

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

CAI

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

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

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

FourThought Financial Partners increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 27% in Q2 2026, buying an estimated $402K and bringing the position to 89,580 shares worth $1.87M. The position accounts for 0.14% of the portfolio, ranked #111.

FourThought Financial Partners first reported a position in IBDW in Q3 2025 and has held it in 4 quarters since. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

FourThought Financial Partners held 89,580 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $1.87M as of Q2 2026.
FourThought Financial Partners bought 19,282 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $402K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.14% of FourThought Financial Partners's portfolio in Q2 2026, its #111 holding.
FourThought Financial Partners first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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