SWA
Sax Wealth Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.76M | Sell |
188,888
-9,699
| -5% | -$244K | 0.29% | 58 |
|
|
2025
Q1 | $4.99M | Buy |
198,587
+17,995
| +10% | +$453K | 0.36% | 47 |
|
|
2024
Q4 | $4.52M | Buy |
180,592
+9,841
| +6% | +$247K | 0.35% | 47 |
|
|
2024
Q3 | $4.29M | Buy |
170,751
+3,264
| +2% | +$81.9K | 0.38% | 38 |
|
|
2024
Q2 | $4.16M | Buy |
167,487
+10,984
| +7% | +$273K | 0.4% | 39 |
|
|
2024
Q1 | $3.88M | Buy |
156,503
+23,324
| +18% | +$579K | 0.45% | 28 |
|
|
2023
Q4 | $3.3M | Buy |
133,179
+25,825
| +24% | +$639K | 0.54% | 36 |
|
|
2023
Q3 | $2.62M | Buy |
107,354
+19,399
| +22% | +$473K | 0.52% | 37 |
|
|
2023
Q2 | $2.14M | Buy |
87,955
+56,075
| +176% | +$1.37M | 0.43% | 43 |
|
|
2023
Q1 | $782K | Buy |
+31,880
| New | +$782K | 0.17% | 75 |
|