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Foundation Wealth Management (Missouri)’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Foundation Wealth Management (Missouri)’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$879K Buy
40,341
+5,635
+16% +$123K 0.52% 25
2026
Q1 		$760K Buy
34,706
+5,481
+19% +$121K 0.51% 24
2025
Q4 		$645K Buy
29,225
+7,047
+32% +$156K 0.42% 27
2025
Q3 		$491K Buy
22,178
+3,393
+18% +$74.7K 0.31% 32
2025
Q2 		$413K Buy
18,785
+2,541
+16% +$55K 0.29% 33
2025
Q1 		$353K Buy
16,244
+927
+6% +$19.9K 0.28% 33
2024
Q4 		$327K Buy
15,317
+5,559
+57% +$120K 0.25% 33
2024
Q3 		$216K Buy
+9,758
New +$213K 0.16% 42

Other funds holding IBDV

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
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
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

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

Foundation Wealth Management (Missouri) increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 16% in Q2 2026, buying an estimated $123K and bringing the position to 40,341 shares worth $879K. The position accounts for 0.52% of the portfolio, ranked #25.

Foundation Wealth Management (Missouri) first reported a position in IBDV in Q3 2024 and has held it in 8 quarters since. 177 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • Foundation Wealth Management (Missouri) held 40,341 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $879K as of Q2 2026.
  • Foundation Wealth Management (Missouri) bought 5,635 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $123K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.52% of Foundation Wealth Management (Missouri)'s portfolio in Q2 2026, its #25 holding.
  • Foundation Wealth Management (Missouri) first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2024 and has held it in 8 quarters since.
  • 177 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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