FFG
IBDV icon

Foundry Financial Group’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Foundry Financial Group’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$927K Buy
42,540
+2,385
+6% +$52K 0.4% 35
2026
Q1 		$879K Buy
40,155
+2,512
+7% +$55.4K 0.44% 35
2025
Q4 		$831K Buy
+37,643
New +$832K 0.42% 36

Other funds holding IBDV

Bank of America
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

Foundry Financial Group increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 5.9% in Q2 2026, buying an estimated $52K and bringing the position to 42,540 shares worth $927K. The position accounts for 0.4% of the portfolio, ranked #35.

Foundry Financial Group first reported a position in IBDV in Q4 2025 and has held it in 3 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • Foundry Financial Group held 42,540 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $927K as of Q2 2026.
  • Foundry Financial Group bought 2,385 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $52K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.4% of Foundry Financial Group's portfolio in Q2 2026, its #35 holding.
  • Foundry Financial Group first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • 349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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