Foundry Financial Group’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.93M	Buy	76,597 +308	+0.4%	+$7.78K	0.84%	23
2026 Q1	$1.93M	Sell	76,289 -4,487	-6%	-$114K	0.96%	24
2025 Q4	$2.06M	Buy	80,776 +4,887	+6%	+$124K	1.03%	25
2025 Q3	$1.94M	Buy	75,889 +12,394	+20%	+$315K	1.02%	25
2025 Q2	$1.61M	Sell	63,495 -5,234	-8%	-$132K	0.92%	26
2025 Q1	$1.74M	Buy	68,729 +11,748	+21%	+$294K	1.07%	27
2024 Q4	$1.42M	Buy	56,981 +2,068	+4%	+$51.9K	0.88%	28
2024 Q3	$1.4M	Buy	54,913 +2,200	+4%	+$55.5K	0.88%	25
2024 Q2	$1.31M	Buy	52,713 +6,796	+15%	+$168K	0.9%	24
2024 Q1	$1.14M	Buy	45,917 +20,200	+79%	+$503K	0.82%	23
2023 Q4	$645K	Buy	+25,717	New	+$625K	0.55%	30

Other funds holding IBDT

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

CIA

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

Foundry Financial Group increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 0.4% in Q2 2026, buying an estimated $7.78K and bringing the position to 76,597 shares worth $1.93M. The position accounts for 0.84% of the portfolio, ranked #23.

Foundry Financial Group first reported a position in IBDT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.06M in Q4 2025. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Foundry Financial Group held 76,597 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $1.93M as of Q2 2026.
Foundry Financial Group bought 308 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $7.78K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.84% of Foundry Financial Group's portfolio in Q2 2026, its #23 holding.
Foundry Financial Group first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
Foundry Financial Group's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $2.06M in Q4 2025.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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