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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$413K	Buy	18,785 +2,541	+16%	+$55.9K	0.29%	33
2025 Q1	$353K	Buy	16,244 +927	+6%	+$20.1K	0.28%	33
2024 Q4	$327K	Buy	15,317 +5,559	+57%	+$119K	0.25%	33
2024 Q3	$216K	Buy	+9,758	New	+$216K	0.16%	42