FFG
IBDQ

Foundry Financial Group’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Foundry Financial Group’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-69,982
Closed -$1.76M – 70
2025
Q3 		$1.76M Sell
69,982
-1,080
-2% -$27.1K 0.93% 27
2025
Q2 		$1.79M Sell
71,062
-524
-0.7% -$13.2K 1.02% 24
2025
Q1 		$1.8M Sell
71,586
-4,231
-6% -$106K 1.11% 26
2024
Q4 		$1.9M Sell
75,817
-6,058
-7% -$152K 1.18% 25
2024
Q3 		$2.06M Buy
81,875
+1,430
+2% +$35.7K 1.28% 23
2024
Q2 		$2M Sell
80,445
-1,845
-2% -$45.7K 1.38% 21
2024
Q1 		$2.04M Buy
82,290
+6,381
+8% +$158K 1.46% 18
2023
Q4 		$1.88M Buy
+75,909
New +$1.86M 1.59% 17

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Foundry Financial Group's IBDQ Position: Q4 2025 in Review

Foundry Financial Group sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 69,982 shares — an estimated $1.76M sold.

Foundry Financial Group first reported a position in IBDQ in Q4 2023 and held it in 8 quarters. The position peaked at $2.06M in Q3 2024. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Foundry Financial Group reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Foundry Financial Group sold 69,982 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $1.76M.
  • Foundry Financial Group first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2023 and held it in 8 quarters.
  • Foundry Financial Group's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $2.06M in Q3 2024.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Foundry Financial Group's 13F filing for Q4 2025, filed 4 Feb 2026.