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Foundry Financial Group’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Foundry Financial Group’s Portfolio IBMR Stock Details IBMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$238K Buy
+9,393
New +$238K 0.1% 63
2025
Q1 		– Sell
-8,047
Closed -$201K – 60
2024
Q4 		$201K Buy
+8,047
New +$203K 0.12% 57

Other funds holding IBMR

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

Foundry Financial Group opened a new position in iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) in Q2 2026: 9,393 shares worth $238K. The stake represents 0.1% of the portfolio and ranks #63 among its holdings. This is a return to the name: Foundry Financial Group previously reported a position in IBMR as recently as Q4 2024.

Foundry Financial Group first reported a position in IBMR in Q4 2024 and has held it in 2 quarters since. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

  • Foundry Financial Group held 9,393 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $238K as of Q2 2026.
  • iShares iBonds Dec 2029 Term Muni Bond ETF was a new Foundry Financial Group position in Q2 2026.
  • iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.1% of Foundry Financial Group's portfolio in Q2 2026, its #63 holding.
  • Foundry Financial Group first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2024 and has held it in 2 quarters since.
  • 144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

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