IBDY — ISHARES TR

Ownership history in 4Thought Financial Group Inc.  ·  9 quarters on record

This page tracks every 13F SEC filing in which 4Thought Financial Group Inc. reported a position in ISHARES TR (IBDY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.63% (2024 Q3)
Avg. % of fund
2.47%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 175,251 +3,717 +2.2% 2.27% $4.6M $25.93
2025 Q3 ADDED 171,534 +2,995 +1.8% 2.27% $4.5M $25.61
2025 Q2 ADDED 168,539 +3,933 +2.4% 2.32% $4.4M $24.98
2025 Q1 ADDED 164,606 +3,151 +2.0% 2.60% $4.2M $24.34
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IBDY price (monthly, adj. close)

Other funds also holding IBDY

As of 2025 Q4 — sorted by position size

Envision Financial Planning, LLC 7.8% INSTRUMENTAL WEALTH, LLC 6.55% PFG Private Wealth Management, LLC 3Y 5.3% MV CAPITAL MANAGEMENT, INC. 3Y 7Y 2.05% SIGMA INVESTMENT COUNSELORS INC 3Y 7Y 1.71% Guidance Point Advisors, LLC 3Y 7Y 1.61% Marathon Mission, Inc. 1.49% ARROW FINANCIAL CORP 3Y 7Y 1.45% Evergreen Private Wealth LLC 1.37% Capital Investment Advisors, LLC 3Y 7Y 1.17%
← Back to 4Thought Financial Group Inc. Holdings