Foundation Wealth Management, LLC Ishares Ibonds Dec 2025 Term C Transaction History
Foundation Wealth Management, LLC
- $132 Billion
- Q3 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 117,772 shares of IBDQ stock, worth $2.96 Million. This represents 2.24% of its overall portfolio holdings.
Number of Shares
117,772
Previous 115,947
1.57%
Holding current value
$2.96 Million
Previous $2.88 Billion
2.55%
% of portfolio
2.24%
Previous 2.26%
Shares
8 transactions
Others Institutions Holding IBDQ
# of Institutions
400Shares Held
83MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.49MShares$163 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.68MShares$92.5 Million0.01% of portfolio
-
Ubs Group Ag3.15MShares$79.2 Million0.02% of portfolio
-
Hm Payson & CO Portland, ME2.76MShares$69.4 Million1.19% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.26MShares$56.6 Million0.12% of portfolio