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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return