Foundry Financial Group’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.45M	Buy	62,759 +265	+0.4%	+$6.14K	0.63%	29
2026 Q1	$1.45M	Sell	62,494 -3,022	-5%	-$70.7K	0.72%	29
2025 Q4	$1.53M	Buy	65,516 +18,438	+39%	+$432K	0.77%	29
2025 Q3	$1.1M	Buy	47,078 +12,666	+37%	+$296K	0.58%	31
2025 Q2	$803K	Sell	34,412 -4,674	-12%	-$108K	0.46%	36
2025 Q1	$904K	Buy	39,086 +7,677	+24%	+$176K	0.56%	35
2024 Q4	$716K	Buy	31,409 +7,111	+29%	+$164K	0.44%	39
2024 Q3	$571K	Buy	24,298 +2,528	+12%	+$58.6K	0.36%	40
2024 Q2	$494K	Buy	21,770 +3,559	+20%	+$80.3K	0.34%	41
2024 Q1	$416K	Buy	+18,211	New	+$415K	0.3%	39

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

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

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

Foundry Financial Group increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 0.42% in Q2 2026, buying an estimated $6.14K and bringing the position to 62,759 shares worth $1.45M. The position accounts for 0.63% of the portfolio, ranked #29.

Foundry Financial Group first reported a position in IBDU in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.53M in Q4 2025. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Foundry Financial Group held 62,759 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $1.45M as of Q2 2026.
Foundry Financial Group bought 265 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $6.14K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.63% of Foundry Financial Group's portfolio in Q2 2026, its #29 holding.
Foundry Financial Group first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
Foundry Financial Group's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $1.53M in Q4 2025.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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