Foundation Wealth Management, LLC IBDR Holdings History
Foundation Wealth Management, LLC's iShares iBonds Dec 2026 Term Corporate ETF Holding Summary
As of 2025-03-31, Foundation Wealth Management, LLC held 153,892.00 shares of iShares iBonds Dec 2026 Term Corporate ETF(IBDR), totaling $3.73 Mil. This investment constitutes 2.92% of their stock portfolio, and Foundation Wealth Management, LLC now holds 0.12% of the outstanding iShares iBonds Dec 2026 Term Corporate ETF(IBDR) stock.
The initial trade took place in 2022Q4. And since then Foundation Wealth Management, LLC has made 4 purchases of IBDR, at an average price of $23.08, for a total of 169,590.00 shares. In addition, there have been 4 sales at an average price of $23.52 for 15,698.00 shares. Based on historical transaction data and IBDR's current price of $24.17, Foundation Wealth Management, LLC's estimated gain on his IBDR holdings is $174,845.50, reflecting a 4.47% gain to date.
Foundation Wealth Management, LLC IBDR ($24.17) Holding Chart
Foundation Wealth Management, LLC IBDR ($24.17) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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