Foundry Financial Group’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.29M	Buy	59,547 +380	+0.6%	+$8.25K	0.56%	32
2026 Q1	$1.29M	Sell	59,167 -3,783	-6%	-$83K	0.64%	30
2025 Q4	$1.38M	Buy	62,950 +20,699	+49%	+$455K	0.69%	30
2025 Q3	$928K	Buy	42,251 +12,231	+41%	+$268K	0.49%	37
2025 Q2	$658K	Sell	30,020 -6,478	-18%	-$141K	0.37%	40
2025 Q1	$795K	Buy	36,498 +8,221	+29%	+$177K	0.49%	37
2024 Q4	$603K	Buy	28,277 +5,013	+22%	+$108K	0.37%	41
2024 Q3	$514K	Buy	23,264 +3,083	+15%	+$67.4K	0.32%	43
2024 Q2	$431K	Buy	20,181 +6,380	+46%	+$135K	0.3%	44
2024 Q1	$297K	Buy	+13,801	New	+$297K	0.21%	43

Other funds holding IBTJ

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

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

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Foundry Financial Group increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 0.64% in Q2 2026, buying an estimated $8.25K and bringing the position to 59,547 shares worth $1.29M. The position accounts for 0.56% of the portfolio, ranked #32.

Foundry Financial Group first reported a position in IBTJ in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.38M in Q4 2025. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Foundry Financial Group held 59,547 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $1.29M as of Q2 2026.
Foundry Financial Group bought 380 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $8.25K.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.56% of Foundry Financial Group's portfolio in Q2 2026, its #32 holding.
Foundry Financial Group first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
Foundry Financial Group's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $1.38M in Q4 2025.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

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