Foundry Financial Group’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Sell |
62,039
-6,690
| -10% | -$150K | 0.79% | 27 |
|
|
2025
Q1 | $1.53M | Buy |
68,729
+11,201
| +19% | +$249K | 0.94% | 29 |
|
|
2024
Q4 | $1.26M | Buy |
57,528
+5,226
| +10% | +$114K | 0.78% | 30 |
|
|
2024
Q3 | $1.18M | Buy |
52,302
+1,183
| +2% | +$26.6K | 0.73% | 29 |
|
|
2024
Q2 | $1.12M | Buy |
51,119
+11,676
| +30% | +$255K | 0.77% | 27 |
|
|
2024
Q1 | $865K | Buy |
39,443
+17,218
| +77% | +$378K | 0.62% | 27 |
|
|
2023
Q4 | $494K | Buy |
+22,225
| New | +$494K | 0.42% | 37 |
|