Foundation Wealth Management, LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Foundation Wealth Management, LLC holds 65,208 shares of IBDT stock, worth $1.66 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
65,208
Previous 62,435
4.44%
Holding current value
$1.66 Million
Previous $1.59 Billion
4.85%
% of portfolio
1.06%
Previous 1.11%
Shares
12 transactions
Others Institutions Holding IBDT
# of Institutions
414Shares Held
95.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.14MShares$207 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.37MShares$111 Million0.01% of portfolio
-
Capital Investment Advisors, LLC3.42MShares$86.8 Million1.5% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.32MShares$84.3 Million0.14% of portfolio
-
Capital Advisors Inc3.21MShares$81.6 Million1.4% of portfolio