FWMM
IBDP

Foundation Wealth Management (Missouri)’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Foundation Wealth Management (Missouri)’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-91,714
Closed -$2.31M – 47
2024
Q3 		$2.31M Sell
91,714
-428
-0.5% -$10.8K 1.75% 14
2024
Q2 		$2.32M Sell
92,142
-3,337
-3% -$83.6K 1.81% 14
2024
Q1 		$2.39M Buy
+95,479
New +$2.38M 1.95% 14
2023
Q4 		– Hold
0
– – – 13
2023
Q3 		– Hold
0
– – – 13
2023
Q2 		– Hold
0
– – – 14
2023
Q1 		– Hold
0
– – – 14
2022
Q4 		– Hold
0
– – – 14

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Foundation Wealth Management (Missouri)'s IBDP Position: Q4 2024 in Review

Foundation Wealth Management (Missouri) sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 91,714 shares — an estimated $2.31M sold.

Foundation Wealth Management (Missouri) first reported a position in IBDP in Q1 2024 and held it in 3 quarters. The position peaked at $2.39M in Q1 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Foundation Wealth Management (Missouri) reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Foundation Wealth Management (Missouri) sold 91,714 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $2.31M.
  • Foundation Wealth Management (Missouri) first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2024 and held it in 3 quarters.
  • Foundation Wealth Management (Missouri)'s iShares iBonds Dec 2024 Term Corporate ETF position peaked at $2.39M in Q1 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Foundation Wealth Management (Missouri)'s 13F filing for Q4 2024, filed 7 Feb 2025.