SWA
IBDQ

Sax Wealth Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

Sax Wealth Advisors’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-171,989
Closed -$4.33M – 500
2025
Q3 		$4.33M Sell
171,989
-16,899
-9% -$425K 0.23% 66
2025
Q2 		$4.76M Sell
188,888
-9,699
-5% -$244K 0.29% 58
2025
Q1 		$4.99M Buy
198,587
+17,995
+10% +$452K 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% +$81.5K 0.38% 38
2024
Q2 		$4.16M Buy
167,487
+10,984
+7% +$272K 0.4% 39
2024
Q1 		$3.88M Buy
156,503
+23,324
+18% +$578K 0.45% 28
2023
Q4 		$3.3M Buy
133,179
+25,825
+24% +$633K 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 +$779K 0.17% 75

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Sax Wealth Advisors's IBDQ Position: Q4 2025 in Review

Sax Wealth Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 171,989 shares — an estimated $4.33M sold.

Sax Wealth Advisors first reported a position in IBDQ in Q1 2023 and held it in 11 quarters. The position peaked at $4.99M in Q1 2025. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • Sax Wealth Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • Sax Wealth Advisors sold 171,989 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $4.33M.
  • Sax Wealth Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q1 2023 and held it in 11 quarters.
  • Sax Wealth Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $4.99M in Q1 2025.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on Sax Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.