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 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

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

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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

CAI

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

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

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

CIA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

Foundry Financial Group's IBDU Position: Q1 2026 in Review

Foundry Financial Group reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 4.6% in Q1 2026, selling an estimated $70.7K and leaving 62,494 shares worth $1.45M. The position accounts for 0.72% of the portfolio, ranked #29.

Foundry Financial Group first reported a position in IBDU in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.53M in Q4 2025. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

Foundry Financial Group held 62,494 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $1.45M as of Q1 2026.
Foundry Financial Group sold 3,022 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $70.7K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.72% of Foundry Financial Group's portfolio in Q1 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 9 quarters since.
Foundry Financial Group's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $1.53M in Q4 2025.
383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

Based on Foundry Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.