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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return