Foundry Financial Group’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Sell |
54,175
-7,591
| -12% | -$174K | 0.71% | 29 |
|
|
2025
Q1 | $1.42M | Buy |
61,766
+10,097
| +20% | +$232K | 0.87% | 31 |
|
|
2024
Q4 | $1.18M | Buy |
51,669
+1,807
| +4% | +$41.2K | 0.73% | 31 |
|
|
2024
Q3 | $1.15M | Buy |
49,862
+1,305
| +3% | +$30.1K | 0.72% | 30 |
|
|
2024
Q2 | $1.1M | Buy |
48,557
+10,649
| +28% | +$241K | 0.76% | 28 |
|
|
2024
Q1 | $861K | Buy |
37,908
+13,057
| +53% | +$297K | 0.61% | 28 |
|
|
2023
Q4 | $568K | Buy |
+24,851
| New | +$568K | 0.48% | 34 |
|