Foundry Financial Group’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$843K	Sell	36,835 -2,155	-6%	-$49.3K	0.36%	36
2026 Q1	$893K	Sell	38,990 -9,114	-19%	-$209K	0.44%	34
2025 Q4	$1.1M	Sell	48,104 -18,407	-28%	-$422K	0.55%	32
2025 Q3	$1.53M	Buy	66,511 +12,336	+23%	+$282K	0.8%	30
2025 Q2	$1.24M	Sell	54,175 -7,591	-12%	-$174K	0.71%	29
2025 Q1	$1.42M	Buy	61,766 +10,097	+20%	+$231K	0.87%	31
2024 Q4	$1.18M	Buy	51,669 +1,807	+4%	+$41.3K	0.73%	31
2024 Q3	$1.15M	Buy	49,862 +1,305	+3%	+$29.9K	0.72%	30
2024 Q2	$1.1M	Buy	48,557 +10,649	+28%	+$240K	0.76%	28
2024 Q1	$861K	Buy	37,908 +13,057	+53%	+$297K	0.61%	28
2023 Q4	$568K	Buy	+24,851	New	+$561K	0.48%	34

Other funds holding IBTG

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

Foundry Financial Group reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 5.5% in Q2 2026, selling an estimated $49.3K and leaving 36,835 shares worth $843K. The position accounts for 0.36% of the portfolio, ranked #36.

Foundry Financial Group first reported a position in IBTG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.53M in Q3 2025. 318 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Foundry Financial Group held 36,835 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $843K as of Q2 2026.
Foundry Financial Group sold 2,155 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $49.3K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.36% of Foundry Financial Group's portfolio in Q2 2026, its #36 holding.
Foundry Financial Group first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Foundry Financial Group's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $1.53M in Q3 2025.
318 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

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