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Foundation Wealth Management (Missouri)’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Foundation Wealth Management (Missouri)’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.98M Buy
78,232
+2,031
+3% +$51.3K 1.17% 17
2026
Q1 		$1.93M Buy
76,201
+3,844
+5% +$97.8K 1.3% 16
2025
Q4 		$1.84M Buy
72,357
+7,149
+11% +$182K 1.21% 17
2025
Q3 		$1.66M Buy
65,208
+2,773
+4% +$70.5K 1.06% 17
2025
Q2 		$1.59M Buy
62,435
+19
+0% +$479 1.11% 18
2025
Q1 		$1.58M Buy
62,416
+3,400
+6% +$85.2K 1.24% 18
2024
Q4 		$1.47M Buy
59,016
+1,398
+2% +$35.1K 1.14% 18
2024
Q3 		$1.47M Buy
57,618
+987
+2% +$24.9K 1.12% 19
2024
Q2 		$1.4M Buy
56,631
+1,139
+2% +$28.1K 1.1% 19
2024
Q1 		$1.38M Buy
55,492
+4,416
+9% +$110K 1.13% 19
2023
Q4 		$1.28M Buy
51,076
+2,185
+4% +$53.1K 1.15% 20
2023
Q3 		$1.17M Sell
48,891
-3,689
-7% -$89.8K 1.17% 21
2023
Q2 		$1.29M Sell
52,580
-889
-2% -$22K 1.26% 19
2023
Q1 		$1.33M Sell
53,469
-9,088
-15% -$224K 1.37% 19
2022
Q4 		$1.52M Buy
+62,557
New +$1.51M 1.54% 19

Other funds holding IBDT

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 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
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

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

Foundation Wealth Management (Missouri) increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 2.7% in Q2 2026, buying an estimated $51.3K and bringing the position to 78,232 shares worth $1.98M. The position accounts for 1.17% of the portfolio, ranked #17.

Foundation Wealth Management (Missouri) first reported a position in IBDT in Q4 2022 and has held it in 15 quarters since. 224 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Foundation Wealth Management (Missouri) held 78,232 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $1.98M as of Q2 2026.
  • Foundation Wealth Management (Missouri) bought 2,031 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $51.3K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 1.17% of Foundation Wealth Management (Missouri)'s portfolio in Q2 2026, its #17 holding.
  • Foundation Wealth Management (Missouri) first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2022 and has held it in 15 quarters since.
  • 224 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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