Foundation Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Foundation Wealth Management, LLC
- $156 Billion
- Q3 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 153,619 shares of IBDR stock, worth $3.65 Million. This represents 2.39% of its overall portfolio holdings.
Number of Shares
153,619
Previous 153,744
0.08%
Holding current value
$3.65 Million
Previous $3.73 Billion
0.12%
% of portfolio
2.39%
Previous 2.6%
Shares
12 transactions
Others Institutions Holding IBDR
# of Institutions
464Shares Held
107MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.23MShares$219 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.71MShares$88.1 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.59MShares$85.3 Million0.27% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.58MShares$85 Million0.14% of portfolio
-
Hm Payson & CO Portland, ME3.56MShares$84.5 Million1.25% of portfolio