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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
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 $6.93B AUM 28.92% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return