Foundry Financial Group’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.52M	Buy	104,158 +491	+0.5%	+$11.9K	1.09%	20
2026 Q1	$2.51M	Sell	103,667 -2,535	-2%	-$61.5K	1.25%	21
2025 Q4	$2.58M	Sell	106,202 -1,051	-1%	-$25.5K	1.29%	21
2025 Q3	$2.61M	Buy	107,253 +10,718	+11%	+$260K	1.37%	21
2025 Q2	$2.34M	Sell	96,535 -5,054	-5%	-$122K	1.33%	21
2025 Q1	$2.46M	Buy	101,589 +8,601	+9%	+$207K	1.51%	20
2024 Q4	$2.23M	Buy	92,988 +454	+0.5%	+$10.9K	1.38%	22
2024 Q3	$2.26M	Buy	92,534 +1,018	+1%	+$24.5K	1.41%	21
2024 Q2	$2.17M	Buy	91,516 +6,062	+7%	+$143K	1.5%	20
2024 Q1	$2.03M	Buy	85,454 +14,049	+20%	+$334K	1.45%	19
2023 Q4	$1.71M	Buy	+71,405	New	+$1.67M	1.45%	19

Other funds holding IBDS

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

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

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

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

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

Foundry Financial Group increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 0.47% in Q2 2026, buying an estimated $11.9K and bringing the position to 104,158 shares worth $2.52M. The position accounts for 1.09% of the portfolio, ranked #20.

Foundry Financial Group first reported a position in IBDS in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.61M in Q3 2025. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Foundry Financial Group held 104,158 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $2.52M as of Q2 2026.
Foundry Financial Group bought 491 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $11.9K.
iShares iBonds Dec 2027 Term Corporate ETF made up 1.09% of Foundry Financial Group's portfolio in Q2 2026, its #20 holding.
Foundry Financial Group first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
Foundry Financial Group's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $2.61M in Q3 2025.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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