Foundry Financial Group’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Foundry Financial Group’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.67M	Sell	68,724 -2,190	-3%	-$53K	0.72%	27
2026 Q1	$1.72M	Sell	70,914 -10,241	-13%	-$248K	0.85%	25
2025 Q4	$1.97M	Sell	81,155 -31,459	-28%	-$763K	0.98%	26
2025 Q3	$2.74M	Buy	112,614 +10,133	+10%	+$245K	1.44%	20
2025 Q2	$2.49M	Sell	102,481 -6,536	-6%	-$158K	1.41%	20
2025 Q1	$2.64M	Buy	109,017 +11,653	+12%	+$281K	1.63%	18
2024 Q4	$2.34M	Buy	97,364 +1,430	+1%	+$34.5K	1.45%	21
2024 Q3	$2.33M	Buy	95,934 +1,093	+1%	+$26.3K	1.46%	20
2024 Q2	$2.26M	Buy	94,841 +5,779	+6%	+$137K	1.56%	19
2024 Q1	$2.12M	Buy	89,062 +11,315	+15%	+$270K	1.52%	17
2023 Q4	$1.86M	Buy	+77,747	New	+$1.83M	1.58%	18

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Foundry Financial Group's IBDR Position: Q2 2026 in Review

Foundry Financial Group reduced its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 3.1% in Q2 2026, selling an estimated $53K and leaving 68,724 shares worth $1.67M. The position accounts for 0.72% of the portfolio, ranked #27.

Foundry Financial Group first reported a position in IBDR in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.74M in Q3 2025. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Foundry Financial Group held 68,724 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $1.67M as of Q2 2026.
Foundry Financial Group sold 2,190 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $53K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.72% of Foundry Financial Group's portfolio in Q2 2026, its #27 holding.
Foundry Financial Group first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
Foundry Financial Group's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $2.74M in Q3 2025.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Foundry Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.