Number of Shares
250,015.00
Current Holdings Value*
$5.19 Mil
% of Portfolio
3.21%
Total Estimate Gain
$-262,422.29
% of Total Estimate Gain
-2.72%

4Thought Financial Group Inc.'s iShares iBonds Dec 2031 Term Corporate ETF Holding Summary

As of 2025-03-31, 4Thought Financial Group Inc. held 250,015.00 shares of iShares iBonds Dec 2031 Term Corporate ETF(IBDW), totaling $5.19 Mil. This investment constitutes 3.21% of their stock portfolio, and 4Thought Financial Group Inc. now holds 0.36% of the outstanding iShares iBonds Dec 2031 Term Corporate ETF(IBDW) stock.

The initial trade took place in 2021Q4. And since then 4Thought Financial Group Inc. has made 11 purchases of IBDW, at an average price of $22.47, for a total of 428,702.00 shares. In addition, there have been 3 sales at an average price of $23.21 for 178,687.00 shares. Based on historical transaction data and IBDW's current price of $20.89, 4Thought Financial Group Inc.'s estimated gain on his IBDW holdings is $-262,422.29, reflecting a -2.72% gain to date.

4Thought Financial Group Inc. IBDW ($20.89) Holding Chart

4Thought Financial Group Inc. IBDW ($20.89) 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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