FFG
IBDP

Foundry Financial Group’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Foundry Financial Group’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-31,718
Closed -$800K – 66
2024
Q3 		$800K Sell
31,718
-7,687
-20% -$193K 0.5% 33
2024
Q2 		$990K Sell
39,405
-379
-1% -$9.5K 0.68% 30
2024
Q1 		$997K Buy
39,784
+8,342
+27% +$208K 0.71% 26
2023
Q4 		$783K Buy
+31,442
New +$779K 0.66% 28

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Foundry Financial Group's IBDP Position: Q4 2024 in Review

Foundry Financial Group sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 31,718 shares — an estimated $800K sold.

Foundry Financial Group first reported a position in IBDP in Q4 2023 and held it in 4 quarters. The position peaked at $997K in Q1 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Foundry Financial Group reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Foundry Financial Group sold 31,718 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $800K.
  • Foundry Financial Group first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2023 and held it in 4 quarters.
  • Foundry Financial Group's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $997K in Q1 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Foundry Financial Group's 13F filing for Q4 2024, filed 7 Feb 2025.