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Foundation Wealth Management (Missouri)’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Foundation Wealth Management (Missouri)’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$746K Buy
32,213
+2,199
+7% +$51K 0.44% 26
2026
Q1 		$698K Buy
30,014
+2,121
+8% +$49.6K 0.47% 26
2025
Q4 		$653K Buy
27,893
+6,019
+28% +$141K 0.43% 26
2025
Q3 		$513K Buy
21,874
+2,370
+12% +$55.4K 0.33% 31
2025
Q2 		$455K Buy
19,504
+671
+4% +$15.5K 0.32% 32
2025
Q1 		$436K Buy
18,833
+3,940
+26% +$90.3K 0.34% 27
2024
Q4 		$340K Buy
14,893
+1,529
+11% +$35.2K 0.26% 32
2024
Q3 		$314K Buy
13,364
+1,829
+16% +$42.4K 0.24% 33
2024
Q2 		$262K Buy
11,535
+1,326
+13% +$29.9K 0.2% 36
2024
Q1 		$233K Buy
+10,209
New +$233K 0.19% 34

Other funds holding IBDU

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
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
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

Foundation Wealth Management (Missouri) increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 7.3% in Q2 2026, buying an estimated $51K and bringing the position to 32,213 shares worth $746K. The position accounts for 0.44% of the portfolio, ranked #26.

Foundation Wealth Management (Missouri) first reported a position in IBDU in Q1 2024 and has held it in 10 quarters since. 196 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Foundation Wealth Management (Missouri) held 32,213 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $746K as of Q2 2026.
  • Foundation Wealth Management (Missouri) bought 2,199 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $51K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.44% of Foundation Wealth Management (Missouri)'s portfolio in Q2 2026, its #26 holding.
  • Foundation Wealth Management (Missouri) first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
  • 196 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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