Number of Shares
109,017.00
Current Holdings Value*
$2.64 Mil
% of Portfolio
1.63%
Total Estimate Gain
$61,350.82
% of Total Estimate Gain
2.38%

Foundry Financial Group, Inc.'s iShares iBonds Dec 2026 Term Corporate ETF Holding Summary

As of 2025-03-31, Foundry Financial Group, Inc. held 109,017.00 shares of iShares iBonds Dec 2026 Term Corporate ETF(IBDR), totaling $2.64 Mil. This investment constitutes 1.63% of their stock portfolio, and Foundry Financial Group, Inc. now holds 0.08% of the outstanding iShares iBonds Dec 2026 Term Corporate ETF(IBDR) stock.

The initial trade took place in 2023Q4. And since then Foundry Financial Group, Inc. has made 5 purchases of IBDR, at an average price of $23.62, for a total of 109,017.00 shares. Based on historical transaction data and IBDR's current price of $24.18, Foundry Financial Group, Inc.'s estimated gain on his IBDR holdings is $61,350.82, reflecting a 2.38% gain to date.

Foundry Financial Group, Inc. IBDR ($24.18) Holding Chart

Foundry Financial Group, Inc. IBDR ($24.18) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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