Foundry Financial Group, Inc. IBDT Holdings History
Foundry Financial Group, Inc.'s iShares iBonds Dec 2028 Term Corporate ETF Holding Summary
As of 2025-03-31, Foundry Financial Group, Inc. held 63,495.00 shares of iShares iBonds Dec 2028 Term Corporate ETF(IBDT), totaling $1.61 Mil. This investment constitutes 0.92% of their stock portfolio, and Foundry Financial Group, Inc. now holds 0.06% of the outstanding iShares iBonds Dec 2028 Term Corporate ETF(IBDT) stock.
The initial trade took place in 2023Q4. And since then Foundry Financial Group, Inc. has made 5 purchases of IBDT, at an average price of $24.69, for a total of 68,729.00 shares. In addition, there have been 1 sales at an average price of $25.20 for 5,234.00 shares. Based on historical transaction data and IBDT's current price of $25.34, Foundry Financial Group, Inc.'s estimated gain on his IBDT holdings is $44,078.41, reflecting a 2.60% gain to date.
Foundry Financial Group, Inc. IBDT ($25.34) Holding Chart
Foundry Financial Group, Inc. IBDT ($25.34) 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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