Foundation Wealth Management, LLC Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Foundation Wealth Management, LLC holds 123,149 shares of IBDS stock, worth $2.98 Million. This represents 2.08% of its overall portfolio holdings.
Number of Shares
123,149
Previous 124,738
1.27%
Holding current value
$2.98 Million
Previous $3.02 Billion
0.91%
% of portfolio
2.08%
Previous 2.36%
Shares
11 transactions
Others Institutions Holding IBDS
# of Institutions
397Shares Held
102MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.04MShares$195 Million0.02% of portfolio
-
Capital Advisors Inc4.21MShares$102 Million1.89% of portfolio
-
Morgan Stanley New York, NY3.77MShares$91.3 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.2MShares$77.6 Million1.38% of portfolio
-
Ubs Group Ag2.86MShares$69.2 Million0.01% of portfolio