Foundation Wealth Management, LLC Ishares Ibonds Dec 2025 Term C Transaction History
Foundation Wealth Management, LLC
- $128 Billion
- Q2 2024
A detailed history of Foundation Wealth Management, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Foundation Wealth Management, LLC holds 115,947 shares of IBDQ stock, worth $2.9 Million. This represents 2.26% of its overall portfolio holdings.
Number of Shares
115,947
Previous 119,288
2.8%
Holding current value
$2.9 Million
Previous $2.96 Billion
2.61%
% of portfolio
2.26%
Previous 2.41%
Shares
7 transactions
Others Institutions Holding IBDQ
# of Institutions
381Shares Held
79.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.46MShares$187 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.42MShares$85.7 Million0.01% of portfolio
-
Ubs Group Ag3.03MShares$75.9 Million0.02% of portfolio
-
Hm Payson & CO Portland, ME2.68MShares$67.1 Million1.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.35MShares$58.9 Million0.15% of portfolio