Foundry Financial Group’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-35,129	Closed	-$821K	–	72
2025 Q3	$821K	Buy	35,129 +309	+0.9%	+$7.21K	0.43%	38
2025 Q2	$813K	Sell	34,820 -443	-1%	-$10.3K	0.46%	35
2025 Q1	$824K	Sell	35,263 -2,573	-7%	-$60.1K	0.51%	36
2024 Q4	$882K	Sell	37,836 -3,345	-8%	-$78K	0.55%	35
2024 Q3	$964K	Buy	41,181 +1,670	+4%	+$38.9K	0.6%	32
2024 Q2	$917K	Buy	39,511 +3,335	+9%	+$77.3K	0.63%	31
2024 Q1	$840K	Buy	36,176 +12,246	+51%	+$285K	0.6%	30
2023 Q4	$557K	Buy	+23,930	New	+$553K	0.47%	35

Other funds holding IBTF

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

WCP

Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Foundry Financial Group's IBTF Position: Q4 2025 in Review

Foundry Financial Group sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 35,129 shares — an estimated $821K sold.

Foundry Financial Group first reported a position in IBTF in Q4 2023 and held it in 8 quarters. The position peaked at $964K in Q3 2024. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

Foundry Financial Group reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Foundry Financial Group sold 35,129 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $821K.
Foundry Financial Group first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2023 and held it in 8 quarters.
Foundry Financial Group's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $964K in Q3 2024.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Foundry Financial Group's 13F filing for Q4 2025, filed 4 Feb 2026.