Foundation Wealth Management, LLC Ishares Ibonds Dec 2025 Term C Transaction History
Foundation Wealth Management, LLC
- $123 Billion
- Q1 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 119,288 shares of IBDQ stock, worth $2.96 Million. This represents 2.41% of its overall portfolio holdings.
Number of Shares
119,288
Previous 115,579
3.21%
Holding current value
$2.96 Million
Previous $2.86 Billion
3.42%
% of portfolio
2.41%
Previous 2.56%
Shares
6 transactions
Others Institutions Holding IBDQ
# of Institutions
368Shares Held
77.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.27MShares$181 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.27MShares$81.2 Million0.01% of portfolio
-
Ubs Group Ag2.86MShares$71.1 Million0.02% of portfolio
-
Hm Payson & CO Portland, ME2.51MShares$62.3 Million1.16% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.39MShares$59.4 Million0.17% of portfolio