FourThought Financial Partners’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$595K	Buy	23,603 +2,592	+12%	+$65.3K	0.05%	190
2026 Q1	$531K	Buy	21,011 +3,535	+20%	+$90.2K	0.05%	181
2025 Q4	$446K	Buy	+17,476	New	+$447K	0.04%	228

Other funds holding IBDX

ACA

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

CIA

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

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

CAI

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

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

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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

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

FourThought Financial Partners increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 12% in Q2 2026, buying an estimated $65.3K and bringing the position to 23,603 shares worth $595K. The position accounts for 0.05% of the portfolio, ranked #190.

FourThought Financial Partners first reported a position in IBDX in Q4 2025 and has held it in 3 quarters since. 228 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

FourThought Financial Partners held 23,603 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $595K as of Q2 2026.
FourThought Financial Partners bought 2,592 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $65.3K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.05% of FourThought Financial Partners's portfolio in Q2 2026, its #190 holding.
FourThought Financial Partners first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
228 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

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