Foundry Financial Group’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$784K	Buy	40,117 +2,806	+8%	+$55K	0.34%	37
2026 Q1	$736K	Buy	37,311 +3,997	+12%	+$79.3K	0.37%	37
2025 Q4	$661K	Buy	33,314 +23,021	+224%	+$458K	0.33%	37
2025 Q3	$205K	Buy	+10,293	New	+$204K	0.11%	60

Other funds holding IBTK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

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

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Foundry Financial Group increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 7.5% in Q2 2026, buying an estimated $55K and bringing the position to 40,117 shares worth $784K. The position accounts for 0.34% of the portfolio, ranked #37.

Foundry Financial Group first reported a position in IBTK in Q3 2025 and has held it in 4 quarters since. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

Foundry Financial Group held 40,117 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $784K as of Q2 2026.
Foundry Financial Group bought 2,806 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $55K.
iShares iBonds Dec 2030 Term Treasury ETF made up 0.34% of Foundry Financial Group's portfolio in Q2 2026, its #37 holding.
Foundry Financial Group first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

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