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Ishares Tr ibonds etf shares owned by Foundation Wealth Management

Quarter-by-quarter ownership of Ishares Tr ibonds etf (IBDS) shares owned by Foundation Wealth Management from 13F filings

Historical chart of Foundation Wealth Management investment in Ishares Tr ibonds etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds etf held by Foundation Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibonds etf by Foundation Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.8M 115k 23.93
2023-09-30 $2.8M 122k 23.14
2023-06-30 $2.8M 121k 23.48
2023-03-31 $2.9M 122k 23.82
2022-12-31 $3.0M 130k 23.37

More positions owned by Foundation Wealth Management

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr Rus 2000 Grw Etf (IWO)
Apple (AAPL)
Ishares Tr Ibonds Dec2026 (Principal) (IBDR)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Ibonds Dec25 Etf (Principal) (IBDQ)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Ibonds 27 Etf (Principal) (IBDS)
Ishares Tr Ibonds Dec24 Etf (Principal) (IBDP)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Foundation Wealth Management

Top funds holding Ishares Tr ibonds etf

Bank of America Corporation
Capital Advisors
Granite Bay Wealth Management
Capital Investment Advisors
UBS Group
Royal Bank of Canada
Miracle Mile Advisors
Raymond James Financial Services Advisors
Mercer Global Advisors
Woodmont Investment Counsel
Klingman & Associates
Wells Fargo & Company
Branch Banking & Trust Company
Sigma Investment Counselors
HighTower Advisors

View all funds holding Ishares Tr ibonds etf