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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
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 $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FourThought Financial Partners's IBDW Position: Q1 2026 in Review

FourThought Financial Partners increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 86% in Q1 2026, buying an estimated $685K and bringing the position to 70,298 shares worth $1.47M. The position accounts for 0.13% of the portfolio, ranked #114.

FourThought Financial Partners first reported a position in IBDW in Q3 2025 and has held it in 3 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

  • FourThought Financial Partners held 70,298 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $1.47M as of Q1 2026.
  • FourThought Financial Partners bought 32,437 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $685K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.13% of FourThought Financial Partners's portfolio in Q1 2026, its #114 holding.
  • FourThought Financial Partners first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q3 2025 and has held it in 3 quarters since.
  • 288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.