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Foundation Wealth Management (Missouri)’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Foundation Wealth Management (Missouri)’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$427K Buy
20,479
+2,795
+16% +$58.3K 0.25% 35
2026
Q1 		$370K Buy
17,684
+3,399
+24% +$71.8K 0.25% 31
2025
Q4 		$302K Buy
+14,285
New +$303K 0.2% 37

Other funds holding IBDW

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 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
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

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

Foundation Wealth Management (Missouri) increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 16% in Q2 2026, buying an estimated $58.3K and bringing the position to 20,479 shares worth $427K. The position accounts for 0.25% of the portfolio, ranked #35.

Foundation Wealth Management (Missouri) first reported a position in IBDW in Q4 2025 and has held it in 3 quarters since. 153 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Foundation Wealth Management (Missouri) held 20,479 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $427K as of Q2 2026.
  • Foundation Wealth Management (Missouri) bought 2,795 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $58.3K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.25% of Foundation Wealth Management (Missouri)'s portfolio in Q2 2026, its #35 holding.
  • Foundation Wealth Management (Missouri) first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • 153 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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