SWA
IBDP

Sax Wealth Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Sax Wealth Advisors’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-113,009
Closed -$2.85M – 341
2024
Q3 		$2.85M Sell
113,009
-3,035
-3% -$76.3K 0.25% 50
2024
Q2 		$2.92M Buy
116,044
+5,477
+5% +$137K 0.28% 51
2024
Q1 		$2.77M Buy
110,567
+5,779
+6% +$144K 0.32% 38
2023
Q4 		$2.61M Buy
104,788
+10,605
+11% +$263K 0.43% 44
2023
Q3 		$2.33M Buy
94,183
+5,926
+7% +$146K 0.46% 40
2023
Q2 		$2.17M Buy
88,257
+41,807
+90% +$1.03M 0.43% 40
2023
Q1 		$1.14M Buy
46,450
+24,175
+109% +$593K 0.25% 59
2022
Q4 		$544K Buy
+22,275
New +$543K 0.13% 98

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Sax Wealth Advisors's IBDP Position: Q4 2024 in Review

Sax Wealth Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 113,009 shares — an estimated $2.85M sold.

Sax Wealth Advisors first reported a position in IBDP in Q4 2022 and held it in 8 quarters. The position peaked at $2.92M in Q2 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Sax Wealth Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Sax Wealth Advisors sold 113,009 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $2.85M.
  • Sax Wealth Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2022 and held it in 8 quarters.
  • Sax Wealth Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $2.92M in Q2 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Sax Wealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.