Foundry Financial Group’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.7M	Buy	76,878 +756	+1%	+$16.8K	0.74%	25
2026 Q1	$1.7M	Sell	76,122 -3,022	-4%	-$67.5K	0.84%	26
2025 Q4	$1.77M	Buy	79,144 +4,587	+6%	+$103K	0.89%	28
2025 Q3	$1.67M	Buy	74,557 +12,518	+20%	+$279K	0.88%	28
2025 Q2	$1.39M	Sell	62,039 -6,690	-10%	-$149K	0.79%	27
2025 Q1	$1.53M	Buy	68,729 +11,201	+19%	+$247K	0.94%	29
2024 Q4	$1.26M	Buy	57,528 +5,226	+10%	+$115K	0.78%	30
2024 Q3	$1.18M	Buy	52,302 +1,183	+2%	+$26.3K	0.73%	29
2024 Q2	$1.12M	Buy	51,119 +11,676	+30%	+$253K	0.77%	27
2024 Q1	$865K	Buy	39,443 +17,218	+77%	+$379K	0.62%	27
2023 Q4	$494K	Buy	+22,225	New	+$482K	0.42%	37

Other funds holding IBTI

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 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

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IWC

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

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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

Foundry Financial Group increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 0.99% in Q2 2026, buying an estimated $16.8K and bringing the position to 76,878 shares worth $1.7M. The position accounts for 0.74% of the portfolio, ranked #25.

Foundry Financial Group first reported a position in IBTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.77M in Q4 2025. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Foundry Financial Group held 76,878 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $1.7M as of Q2 2026.
Foundry Financial Group bought 756 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $16.8K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.74% of Foundry Financial Group's portfolio in Q2 2026, its #25 holding.
Foundry Financial Group first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Foundry Financial Group's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $1.77M in Q4 2025.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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