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Foundation Wealth Management (Missouri)’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Foundation Wealth Management (Missouri)’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-152,729
Closed -$3.7M – 10
2026
Q1 		$3.7M Buy
+152,729
New +$3.7M 2.5% 8
2025
Q4 		– Hold
0
– – – 9
2025
Q3 		– Sell
-153,744
Closed -$3.72M – 9
2025
Q2 		$3.73M Sell
153,744
-148
-0.1% -$3.58K 2.6% 8
2025
Q1 		$3.73M Sell
153,892
-1,494
-1% -$36.1K 2.92% 6
2024
Q4 		$3.74M Buy
155,386
+657
+0.4% +$15.8K 2.9% 6
2024
Q3 		$3.76M Sell
154,729
-170
-0.1% -$4.09K 2.85% 7
2024
Q2 		$3.69M Buy
154,899
+1,538
+1% +$36.5K 2.89% 6
2024
Q1 		$3.66M Buy
+153,361
New +$3.66M 2.98% 5
2023
Q4 		– Hold
0
– – – 6
2023
Q3 		– Hold
0
– – – 5
2023
Q2 		– Hold
0
– – – 6
2023
Q1 		– Hold
0
– – – 5
2022
Q4 		– Hold
0
– – – 6

Other funds holding IBDR

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Foundation Wealth Management (Missouri)'s IBDR Position: Q2 2026 in Review

Foundation Wealth Management (Missouri) sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2026, closing a stake of 152,729 shares — an estimated $3.7M sold.

Foundation Wealth Management (Missouri) first reported a position in IBDR in Q1 2024 and held it in 7 quarters. The position peaked at $3.76M in Q3 2024. 208 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • Foundation Wealth Management (Missouri) reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Foundation Wealth Management (Missouri) sold 152,729 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $3.7M.
  • Foundation Wealth Management (Missouri) first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2024 and held it in 7 quarters.
  • Foundation Wealth Management (Missouri)'s iShares iBonds Dec 2026 Term Corporate ETF position peaked at $3.76M in Q3 2024.
  • 208 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Foundation Wealth Management (Missouri)'s 13F filing for Q2 2026, filed 30 Jul 2026.