Foundation Wealth Management, LLC Ishares Tr Ibonds Dec 2029 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 2029 Ter stock. As of the latest transaction made, Foundation Wealth Management, LLC holds 21,874 shares of IBDU stock, worth $510,976. This represents 0.33% of its overall portfolio holdings.
Number of Shares
21,874
Previous 19,504
12.15%
Holding current value
$510,976
Previous $455 Million
12.83%
% of portfolio
0.33%
Previous 0.32%
Shares
7 transactions
Others Institutions Holding IBDU
# of Institutions
347Shares Held
101MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.81MShares$159 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC5.44MShares$127 Million1.0% of portfolio
-
Morgan Stanley New York, NY5.1MShares$119 Million0.01% of portfolio
-
Capital Advisors Inc4.67MShares$109 Million1.87% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.54MShares$82.6 Million0.14% of portfolio