Foundation Wealth Management, LLC IBDV — ISHARES TR

Ownership history in Foundation Wealth Management, LLC  ·  7 quarters on record

AI Ownership Summary

Foundation Wealth Management, LLC reported ISHARES TR (IBDV) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.51% in 2026 Q1. The latest visible filing shows IBDV at 0.51% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IBDV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Foundation Wealth Management, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IBDV was reported at 0.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.51% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IBDV stock page Foundation Wealth Management, LLC fund profile Foundation Wealth Management, LLC full holdings
How Foundation Wealth Management, LLC held IBDV — position size vs. price
% of Fund (quarterly)    IBDV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 34,706 +5,481 +18.8% 0.51% $760K 2026-05-04 $21.78
2025 Q4 ADDED — — — 29,225 +7,047 +31.8% 0.42% $645K 2026-01-27 $21.79
2025 Q3 ADDED — — — 22,178 +3,393 +18.1% 0.31% $491K 2025-10-28 $21.66
2025 Q2 ADDED — — — 18,785 +2,541 +15.6% 0.29% $413K 2025-07-23 $21.08
2025 Q1 ADDED — — — 16,244 +927 +6.1% 0.28% $353K 2025-04-22 $20.47
2024 Q4 ADDED — — — 15,317 +5,559 +57.0% 0.25% $327K 2025-02-07 $20.21
2024 Q3 INITIATED — — — 9,758 — — 0.16% $216K 2024-10-29 $20.16

🏢 Other funds also holding IBDV

As of 2026 Q1 — sorted by position size

Gratus Wealth Advisors, LLC 5.07% Wilkins Miller Wealth Management, LLC 3.4% ARCADIA INVESTMENT ADVISORS LLC 3.28% MEMBERS WEALTH LLC 2.7% Sound View Wealth Advisors Group, LLC 3Y 2.6% 4Thought Financial Group Inc. 3Y 2.59% Twin Cities Retirement Group LLC 2.5% Winthrop Partners - WNY, LLC 3Y 7Y 2.4% VIRGINIA WEALTH MANAGEMENT GROUP, INC. 3Y 2.34% Ironwood Financial, llc 3Y 7Y 2.12%

FAQ About Foundation Wealth Management, LLC and IBDV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Foundation Wealth Management, LLC reported owning IBDV?

Foundation Wealth Management, LLC reported IBDV across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported IBDV position in Foundation Wealth Management, LLC's portfolio?

The largest reported portfolio weight for IBDV was 0.51% in 2026 Q1.

What is the latest reported IBDV position on this page?

The most recent filing on this page is 2026 Q1, when Foundation Wealth Management, LLC reported 34,706 shares, equal to 0.51% of portfolio, with an estimated market value of $760K.

What does the chart on this IBDV ownership page compare?

The chart compares Foundation Wealth Management, LLC's quarterly IBDV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Foundation Wealth Management, LLC time their IBDV position?

Based on 13F filing dates vs. subsequent IBDV price moves, Foundation Wealth Management, LLC correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on IBDV relative to SPY over the holding period was -9.5%.

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