Foundation Wealth Management (Missouri)’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Foundation Wealth Management (Missouri)’s Portfolio IBDQ Stock Details IBDQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-117,346	Closed	-$2.95M	–	13
2025 Q2	$2.95M	Buy	117,346 +95	+0.1%	+$2.39K	2.06%	13
2025 Q1	$2.95M	Sell	117,251 -941	-0.8%	-$23.6K	2.31%	13
2024 Q4	$2.96M	Buy	118,192 +420	+0.4%	+$10.5K	2.3%	9
2024 Q3	$2.96M	Buy	117,772 +1,825	+2%	+$45.5K	2.24%	10
2024 Q2	$2.88M	Sell	115,947 -3,341	-3%	-$82.8K	2.26%	10
2024 Q1	$2.96M	Buy	+119,288	New	+$2.95M	2.41%	9
2023 Q4	–	Hold	0	–	–	–	10
2023 Q3	–	Hold	0	–	–	–	10
2023 Q2	–	Hold	0	–	–	–	12
2023 Q1	–	Hold	0	–	–	–	10
2022 Q4	–	Hold	0	–	–	–	7

Other funds holding IBDQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Foundation Wealth Management (Missouri)'s IBDQ Position: Q3 2025 in Review

Foundation Wealth Management (Missouri) sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q3 2025, closing a stake of 117,346 shares — an estimated $2.95M sold.

Foundation Wealth Management (Missouri) first reported a position in IBDQ in Q1 2024 and held it in 6 quarters. The position peaked at $2.96M in Q4 2024. 361 funds tracked by Wall St. Rank hold IBDQ as of Q3 2025.

Foundation Wealth Management (Missouri) reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q3 2025 after selling out during the quarter.
Foundation Wealth Management (Missouri) sold 117,346 iShares iBonds Dec 2025 Term Corporate ETF shares in Q3 2025, an estimated $2.95M.
Foundation Wealth Management (Missouri) first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2024 and held it in 6 quarters.
Foundation Wealth Management (Missouri)'s iShares iBonds Dec 2025 Term Corporate ETF position peaked at $2.96M in Q4 2024.
361 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2025.

Based on Foundation Wealth Management (Missouri)'s 13F filing for Q3 2025, filed 28 Oct 2025.