Foundry Financial Group’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$568K	Sell	22,141 -2,571	-10%	-$65.9K	0.25%	42
2026 Q1	$633K	Sell	24,712 -31	-0.1%	-$796	0.31%	38
2025 Q4	$634K	Sell	24,743 -13,743	-36%	-$352K	0.32%	38
2025 Q3	$988K	Sell	38,486 -1,491	-4%	-$38.2K	0.52%	32
2025 Q2	$1.02M	Buy	39,977 +39	+0.1%	+$995	0.58%	31
2025 Q1	$1.02M	Sell	39,938 -4,250	-10%	-$108K	0.63%	32
2024 Q4	$1.13M	Buy	44,188 +1,530	+4%	+$39.1K	0.7%	33
2024 Q3	$1.09M	Sell	42,658 -475	-1%	-$12.1K	0.68%	31
2024 Q2	$1.09M	Hold	43,133	–	–	0.75%	29
2024 Q1	$1.09M	Sell	43,133 -1,680	-4%	-$42.7K	0.78%	24
2023 Q4	$1.14M	Buy	+44,813	New	+$1.12M	0.97%	24

Other funds holding IBMO

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

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

RPC

Rossmore Private Capital Glastonbury, Connecticut $1.24B AUM 28.92% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Foundry Financial Group reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 10% in Q2 2026, selling an estimated $65.9K and leaving 22,141 shares worth $568K. The position accounts for 0.25% of the portfolio, ranked #42.

Foundry Financial Group first reported a position in IBMO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.14M in Q4 2023. 181 funds tracked by Wall St. Rank hold IBMO as of Q2 2026.

Foundry Financial Group held 22,141 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $568K as of Q2 2026.
Foundry Financial Group sold 2,571 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q2 2026, an estimated $65.9K.
iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.25% of Foundry Financial Group's portfolio in Q2 2026, its #42 holding.
Foundry Financial Group first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
Foundry Financial Group's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $1.14M in Q4 2023.
181 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q2 2026.

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