Foundation Wealth Management (Missouri)’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.73M | Sell |
153,744
-148
| -0.1% | -$3.59K | 2.6% | 8 |
|
|
2025
Q1 | $3.73M | Sell |
153,892
-1,494
| -1% | -$36.2K | 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% | -$4.13K | 2.85% | 7 |
|
|
2024
Q2 | $3.69M | Buy |
154,899
+1,538
| +1% | +$36.6K | 2.89% | 6 |
|
|
2024
Q1 | $3.66M | Buy |
+153,361
| New | +$3.66M | 2.98% | 5 |
|
|
2023
Q4 | – | Hold |
0
| – | -$3.53M | – | 6 |
|
|
2023
Q3 | – | Hold |
0
| – | -$3.55M | – | 5 |
|
|
2023
Q2 | – | Hold |
0
| – | -$3.74M | – | 6 |
|
|
2023
Q1 | – | Hold |
0
| – | -$3.86M | – | 5 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 6 |
|