Foundation Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Foundation Wealth Management, LLC
- $144 Billion
- Q2 2025
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 153,744 shares of IBDR stock, worth $3.65 Million. This represents 2.6% of its overall portfolio holdings.
Number of Shares
153,744
Previous 153,892
0.1%
Holding current value
$3.65 Million
Previous $3.73 Billion
0.07%
% of portfolio
2.6%
Previous 2.92%
Shares
11 transactions
Others Institutions Holding IBDR
# of Institutions
457Shares Held
114MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.97MShares$213 Million0.02% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC6.01MShares$143 Million3.56% of portfolio
-
Morgan Stanley New York, NY4.27MShares$101 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.14MShares$74.5 Million0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.91MShares$69.1 Million0.02% of portfolio