Foundation Wealth Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Foundation Wealth Management, LLC

$129 Billion
Q4 2024

A detailed history of Foundation Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Foundation Wealth Management, LLC holds 59,016 shares of IBDT stock, worth $1.48 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares

59,016

Previous 57,618 2.43%

Holding current value

$1.48 Million

Previous $1.47 Billion 0.1%

% of portfolio

1.14%

Previous 1.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$24.82 - $25.48 $34,698 - $35,621	1,398 Added 2.43%	59,016 $1.47 Billion
Q3 2024 Oct 29, 2024	BUY	$24.62 - $25.59 $24,299 - $25,257	987 Added 1.74%	57,618 $1.47 Billion
Q2 2024 Aug 13, 2024	BUY	$24.4 - $24.86 $27,791 - $28,315	1,139 Added 2.05%	56,631 $1.4 Billion
Q1 2024 May 08, 2024	BUY	$24.69 - $25.14 $109,031 - $111,018	4,416 Added 8.65%	55,492 $1.38 Billion
Q4 2023 Jan 24, 2024	BUY	$23.63 - $25.1 $51,631 - $54,843	2,185 Added 4.47%	51,076 $1.28 Billion
Q3 2023 Oct 31, 2023	SELL	$23.94 - $24.67 $88,314 - $91,007	-3,689 Reduced 7.02%	48,891 $1.17 Billion
Q2 2023 Jul 28, 2023	SELL	$24.43 - $25.1 $21,718 - $22,313	-889 Reduced 1.66%	52,580 $1.29 Billion
Q1 2023 Apr 18, 2023	SELL	$24.16 - $25.2 $219,566 - $229,017	-9,088 Reduced 14.53%	53,469 $1.33 Billion
Q4 2022 Feb 21, 2023	BUY	$23.29 - $24.79 $1.46 Million - $1.55 Million	62,557 New	62,557 $1.52 Billion

Others Institutions Holding IBDT

# of Institutions

319

Shares Held

73.2M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2028 TER

Ticker IBDT
Sector ETFs
Industry ETFs

More about IBDT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundation Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundation Wealth Management, LLC with notifications on news.

Account

Foundation Wealth Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History