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Foundation Wealth Management (Missouri)’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Foundation Wealth Management (Missouri)’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-136,758
Closed -$3.31M – 12
2026
Q1 		$3.32M Buy
+136,758
New +$3.32M 2.24% 11
2025
Q4 		– Hold
0
– – – 11
2025
Q3 		– Sell
-123,149
Closed -$2.99M – 12
2025
Q2 		$2.99M Sell
123,149
-1,589
-1% -$38.3K 2.08% 12
2025
Q1 		$3.02M Buy
124,738
+1,752
+1% +$42.1K 2.36% 11
2024
Q4 		$2.95M Buy
122,986
+2,005
+2% +$48.3K 2.29% 10
2024
Q3 		$2.95M Buy
120,981
+181
+0.1% +$4.36K 2.24% 11
2024
Q2 		$2.87M Buy
120,800
+1,995
+2% +$47.2K 2.25% 11
2024
Q1 		$2.83M Buy
+118,805
New +$2.83M 2.3% 12
2023
Q4 		– Hold
0
– – – 12
2023
Q3 		– Hold
0
– – – 9
2023
Q2 		– Hold
0
– – – 11
2023
Q1 		– Hold
0
– – – 11
2022
Q4 		– Hold
0
– – – 10

Other funds holding IBDS

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
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

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

Foundation Wealth Management (Missouri) sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q2 2026, closing a stake of 136,758 shares — an estimated $3.31M sold.

Foundation Wealth Management (Missouri) first reported a position in IBDS in Q1 2024 and held it in 7 quarters. The position peaked at $3.32M in Q1 2026. 212 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • Foundation Wealth Management (Missouri) reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Foundation Wealth Management (Missouri) sold 136,758 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $3.31M.
  • Foundation Wealth Management (Missouri) first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2024 and held it in 7 quarters.
  • Foundation Wealth Management (Missouri)'s iShares iBonds Dec 2027 Term Corporate ETF position peaked at $3.32M in Q1 2026.
  • 212 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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