Number of Shares
237,754.00
Current Holdings Value*
$5.16 Mil
% of Portfolio
3.19%
Total Estimate Gain
$-498,568.02
% of Total Estimate Gain
-8.33%

4Thought Financial Group Inc.'s iShares iBonds Dec 2030 Term Corporate ETF Holding Summary

As of 2025-03-31, 4Thought Financial Group Inc. held 237,754.00 shares of iShares iBonds Dec 2030 Term Corporate ETF(IBDV), totaling $5.16 Mil. This investment constitutes 3.19% of their stock portfolio, and 4Thought Financial Group Inc. now holds 0.29% of the outstanding iShares iBonds Dec 2030 Term Corporate ETF(IBDV) stock.

The initial trade took place in 2021Q4. And since then 4Thought Financial Group Inc. has made 12 purchases of IBDV, at an average price of $23.78, for a total of 251,657.00 shares. In addition, there have been 2 sales at an average price of $21.01 for 13,903.00 shares. Based on historical transaction data and IBDV's current price of $21.85, 4Thought Financial Group Inc.'s estimated gain on his IBDV holdings is $-498,568.02, reflecting a -8.33% gain to date.

4Thought Financial Group Inc. IBDV ($21.85) Holding Chart

4Thought Financial Group Inc. IBDV ($21.85) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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