A detailed history of Foundation Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Foundation Wealth Management, LLC holds 154,729 shares of IBDR stock, worth $3.67 Million. This represents 2.85% of its overall portfolio holdings.

Number of Shares
154,729
Previous 154,899 0.11%
Holding current value
$3.67 Million
Previous $3.69 Billion 1.9%
% of portfolio
2.85%
Previous 2.89%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

SELL
$23.75 - $23.75 $4,037 - $4,037
-170 Reduced 0.11%
154,729 $3.76 Billion
Q2 2024

Aug 13, 2024

BUY
$23.65 - $23.82 $36,373 - $36,635
1,538 Added 1.0%
154,899 $3.69 Billion
Q1 2024

May 08, 2024

BUY
$23.76 - $23.98 $38,134 - $38,487
1,605 Added 1.06%
153,361 $3.66 Billion
Q4 2023

Jan 24, 2024

BUY
$23.15 - $23.9 $7,940 - $8,197
343 Added 0.23%
151,756 $3.63 Billion
Q3 2023

Oct 31, 2023

BUY
$23.28 - $23.6 $69 - $70
3 Added 0.0%
151,413 $3.53 Billion
Q2 2023

Jul 28, 2023

SELL
$23.42 - $23.83 $143,822 - $146,340
-6,141 Reduced 3.9%
151,410 $3.55 Billion
Q1 2023

Apr 18, 2023

SELL
$23.14 - $23.86 $182,644 - $188,326
-7,893 Reduced 4.77%
157,551 $3.74 Billion
Q4 2022

Feb 21, 2023

BUY
$22.9 - $23.61 $3.79 Million - $3.91 Million
165,444 New
165,444 $3.86 Billion

Others Institutions Holding IBDR

About ISHARES TR IBONDS DEC 2026 TER


  • Ticker IBDR
  • Sector ETFs
  • Industry ETFs
More about IBDR
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