Foundation Wealth Management, LLC historic quarter change: USA Bonds: Other Debt, Sold out
In other debt filed by principal amount (debentures, bonds) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Foundation Wealth Management, LLC opened 5 positions, added to 2, reduced 0 and sold out of 7.
- Q1 2026: Stock IBDR; Country of operation —; Class IBONDS DEC2026; Principal before $154,048.
- Q1 2026: Stock IBDS; Country of operation —; Class IBONDS 27 ETF; Principal before $134,721.
- Q4 2025: Stock IBDQ; Country of operation —; Class IBONDS DEC25 ETF; Principal before $113,285.
- Q1 2024: Stock IBDR; Country of operation —; Class IBONDS DEC2026; Principal before $151,756.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1966351), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-30); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-04); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-27); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-28); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-23); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-22); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-07); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-29); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-08). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-12-31.
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