FFG
IBMS

Foundry Financial Group’s iShares iBonds Dec 2030 Term Muni Bond ETF IBMS Stock Holding History

Foundry Financial Group’s Portfolio IBMS Stock Details IBMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$260K Sell
10,074
-806
-7% -$21.1K 0.13% 53
2025
Q4 		$284K Buy
+10,880
New +$283K 0.14% 52

Other funds holding IBMS

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Foundry Financial Group's IBMS Position: Q1 2026 in Review

Foundry Financial Group reduced its iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) stake by 7.4% in Q1 2026, selling an estimated $21.1K and leaving 10,074 shares worth $260K. The position accounts for 0.13% of the portfolio, ranked #53.

Foundry Financial Group first reported a position in IBMS in Q4 2025 and has held it in 2 quarters since. The position peaked at $284K in Q4 2025. 103 funds tracked by Wall St. Rank hold IBMS as of Q1 2026.

  • Foundry Financial Group held 10,074 shares of iShares iBonds Dec 2030 Term Muni Bond ETF worth $260K as of Q1 2026.
  • Foundry Financial Group sold 806 iShares iBonds Dec 2030 Term Muni Bond ETF shares in Q1 2026, an estimated $21.1K.
  • iShares iBonds Dec 2030 Term Muni Bond ETF made up 0.13% of Foundry Financial Group's portfolio in Q1 2026, its #53 holding.
  • Foundry Financial Group first reported a position in iShares iBonds Dec 2030 Term Muni Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Foundry Financial Group's iShares iBonds Dec 2030 Term Muni Bond ETF position peaked at $284K in Q4 2025.
  • 103 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Muni Bond ETF as of Q1 2026.

Based on Foundry Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.