FFG
IBMM

Foundry Financial Group’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Foundry Financial Group’s Portfolio IBMM Stock Details IBMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-28,795
Closed -$752K – 67
2024
Q3 		$752K Sell
28,795
-1,000
-3% -$26.1K 0.47% 36
2024
Q2 		$776K Sell
29,795
-2,230
-7% -$57.9K 0.53% 32
2024
Q1 		$831K Sell
32,025
-1,950
-6% -$50.6K 0.59% 31
2023
Q4 		$881K Buy
+33,975
New +$876K 0.75% 25

Other funds holding IBMM

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Foundry Financial Group's IBMM Position: Q4 2024 in Review

Foundry Financial Group sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q4 2024, closing a stake of 28,795 shares — an estimated $752K sold.

Foundry Financial Group first reported a position in IBMM in Q4 2023 and held it in 4 quarters. The position peaked at $881K in Q4 2023. 1 fund tracked by Wall St. Rank holds IBMM as of Q4 2024.

  • Foundry Financial Group reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Foundry Financial Group sold 28,795 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2024, an estimated $752K.
  • Foundry Financial Group first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2023 and held it in 4 quarters.
  • Foundry Financial Group's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $881K in Q4 2023.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2024.

Based on Foundry Financial Group's 13F filing for Q4 2024, filed 7 Feb 2025.