Foundation Wealth Management, LLC Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Foundation Wealth Management, LLC holds 122,880 shares of IBDS stock, worth $2.98 Million. This represents 1.91% of its overall portfolio holdings.
Number of Shares
122,880
Previous 123,149
0.22%
Holding current value
$2.98 Million
Previous $2.99 Billion
0.07%
% of portfolio
1.91%
Previous 2.08%
Shares
12 transactions
Others Institutions Holding IBDS
# of Institutions
433Shares Held
110MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.45MShares$205 Million0.01% of portfolio
-
Capital Advisors Inc4.41MShares$107 Million1.83% of portfolio
-
Morgan Stanley New York, NY3.88MShares$94.2 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.86MShares$93.6 Million0.16% of portfolio
-
Hm Payson & CO Portland, ME3.59MShares$87 Million1.29% of portfolio