Thrivent Financial for Lutherans
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Thrivent Financial for Lutherans’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Thrivent Financial for Lutherans’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.97M Buy
246,380
+73,509
+43% +$1.78M 0.01% 828
2025
Q4 		$4.2M Buy
172,871
+109,219
+172% +$2.65M 0.01% 1020
2025
Q3 		$1.55M Buy
63,652
+24,821
+64% +$602K ﹤0.01% 1508
2025
Q2 		$942K Buy
38,831
+22,431
+137% +$541K ﹤0.01% 1812
2025
Q1 		$394K Sell
16,400
-35,325
-68% -$850K ﹤0.01% 2155
2024
Q4 		$1.24M Buy
51,725
+3,202
+7% +$77.1K ﹤0.01% 1770
2024
Q3 		$1.18M Buy
48,523
+5,643
+13% +$136K ﹤0.01% 1806
2024
Q2 		$1.02M Sell
42,880
-3,960
-8% -$93.6K ﹤0.01% 1857
2024
Q1 		$1.11M Buy
46,840
+8,356
+22% +$199K ﹤0.01% 1847
2023
Q4 		$921K Buy
38,484
+5,624
+17% +$131K ﹤0.01% 1891
2023
Q3 		$760K Buy
32,860
+4,455
+16% +$104K ﹤0.01% 1905
2023
Q2 		$666K Buy
+28,405
New +$672K ﹤0.01% 2054

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Thrivent Financial for Lutherans's IBDS Position: Q1 2026 in Review

Thrivent Financial for Lutherans increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 43% in Q1 2026, buying an estimated $1.78M and bringing the position to 246,380 shares worth $5.97M. The position accounts for 0.01% of the portfolio, ranked #828.

Thrivent Financial for Lutherans first reported a position in IBDS in Q2 2023 and has held it in 12 quarters since. 428 funds tracked by Wall St. Rank hold IBDS as of Q1 2026.

  • Thrivent Financial for Lutherans held 246,380 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $5.97M as of Q1 2026.
  • Thrivent Financial for Lutherans bought 73,509 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2026, an estimated $1.78M.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.01% of Thrivent Financial for Lutherans's portfolio in Q1 2026, its #828 holding.
  • Thrivent Financial for Lutherans first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2023 and has held it in 12 quarters since.
  • 428 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2026, filed 1 May 2026.