Foundry Financial Group’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$521K	Hold	20,502	–	–	0.23%	44
2026 Q1	$522K	Sell	20,502 -1,022	-5%	-$26K	0.26%	41
2025 Q4	$546K	Sell	21,524 -5,761	-21%	-$146K	0.27%	40
2025 Q3	$695K	Sell	27,285 -1,492	-5%	-$38K	0.37%	40
2025 Q2	$729K	Sell	28,777 -317	-1%	-$7.99K	0.42%	37
2025 Q1	$735K	Sell	29,094 -1,760	-6%	-$44.4K	0.45%	39
2024 Q4	$776K	Buy	30,854 +1,295	+4%	+$32.7K	0.48%	36
2024 Q3	$752K	Sell	29,559 -475	-2%	-$12K	0.47%	35
2024 Q2	$751K	Buy	30,034 +401	+1%	+$10K	0.52%	34
2024 Q1	$746K	Sell	29,633 -1,685	-5%	-$42.6K	0.53%	33
2023 Q4	$796K	Buy	+31,318	New	+$778K	0.67%	27

Other funds holding IBMP

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

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

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

LIA

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Foundry Financial Group held its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) position steady in Q2 2026 at 20,502 shares worth $521K. The position accounts for 0.23% of the portfolio, ranked #44.

Foundry Financial Group first reported a position in IBMP in Q4 2023 and has held it in 11 quarters since. The position peaked at $796K in Q4 2023. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Foundry Financial Group held 20,502 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $521K as of Q2 2026.
Foundry Financial Group left its iShares iBonds Dec 2027 Term Muni Bond ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.23% of Foundry Financial Group's portfolio in Q2 2026, its #44 holding.
Foundry Financial Group first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
Foundry Financial Group's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $796K in Q4 2023.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

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