Foundation Wealth Management, LLC Ishares Ibonds Dec 2025 Term C Transaction History
Foundation Wealth Management, LLC
- $144 Billion
- Q2 2025
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 117,346 shares of IBDQ stock, worth $2.95 Million. This represents 2.06% of its overall portfolio holdings.
Number of Shares
117,346
Previous 117,251
0.08%
Holding current value
$2.95 Million
Previous $2.95 Billion
0.2%
% of portfolio
2.06%
Previous 2.31%
Shares
11 transactions
Others Institutions Holding IBDQ
# of Institutions
436Shares Held
95.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.8MShares$171 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC5.21MShares$131 Million2.97% of portfolio
-
Morgan Stanley New York, NY3.79MShares$95.1 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.29MShares$82.6 Million1.48% of portfolio
-
Lido Advisors, LLC Los Angeles, CA2.98MShares$74.7 Million0.29% of portfolio