Foundry Financial Group’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-34,862	Closed	-$934K	–	71
2025 Q3	$934K	Sell	34,862 -50	-0.1%	-$1.34K	0.49%	36
2025 Q2	$934K	Sell	34,912 -1,120	-3%	-$29.9K	0.53%	33
2025 Q1	$964K	Sell	36,032 -6,250	-15%	-$167K	0.59%	33
2024 Q4	$1.13M	Sell	42,282 -8,145	-16%	-$217K	0.7%	32
2024 Q3	$1.34M	Sell	50,427 -95	-0.2%	-$2.53K	0.84%	27
2024 Q2	$1.34M	Hold	50,522	–	–	0.92%	23
2024 Q1	$1.34M	Sell	50,522 -1,349	-3%	-$35.7K	0.95%	21
2023 Q4	$1.38M	Buy	+51,871	New	+$1.36M	1.17%	20

Other funds holding IBMN

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Foundry Financial Group's IBMN Position: Q4 2025 in Review

Foundry Financial Group sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q4 2025, closing a stake of 34,862 shares — an estimated $934K sold.

Foundry Financial Group first reported a position in IBMN in Q4 2023 and held it in 8 quarters. The position peaked at $1.38M in Q4 2023. 1 fund tracked by Wall St. Rank holds IBMN as of Q4 2025.

Foundry Financial Group reported no remaining iShares iBonds Dec 2025 Term Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
Foundry Financial Group sold 34,862 iShares iBonds Dec 2025 Term Muni Bond ETF shares in Q4 2025, an estimated $934K.
Foundry Financial Group first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2023 and held it in 8 quarters.
Foundry Financial Group's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $1.38M in Q4 2023.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q4 2025.

Based on Foundry Financial Group's 13F filing for Q4 2025, filed 4 Feb 2026.