Foundation Wealth Management, LLC Ishares Tr Ibonds Dec 2029 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 2029 Ter stock. As of the latest transaction made, Foundation Wealth Management, LLC holds 19,504 shares of IBDU stock, worth $454,443. This represents 0.32% of its overall portfolio holdings.
Number of Shares
19,504
Previous 18,833
3.56%
Holding current value
$454,443
Previous $436 Million
4.46%
% of portfolio
0.32%
Previous 0.34%
Shares
6 transactions
Others Institutions Holding IBDU
# of Institutions
317Shares Held
92.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.12MShares$143 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC4.73MShares$110 Million1.22% of portfolio
-
Capital Advisors Inc4.46MShares$104 Million1.92% of portfolio
-
Morgan Stanley New York, NY4.08MShares$95.1 Million0.01% of portfolio
-
Shufro Rose & CO LLC3.59MShares$83.7 Million7.66% of portfolio