SWA
Sax Wealth Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.63M | Sell |
273,274
-5,511
| -2% | -$134K | 0.4% | 39 |
|
|
2025
Q1 | $6.75M | Buy |
278,785
+33,639
| +14% | +$814K | 0.48% | 36 |
|
|
2024
Q4 | $5.9M | Buy |
245,146
+33,173
| +16% | +$798K | 0.46% | 35 |
|
|
2024
Q3 | $5.15M | Buy |
211,973
+23,102
| +12% | +$561K | 0.46% | 32 |
|
|
2024
Q2 | $4.5M | Buy |
188,871
+26,676
| +16% | +$635K | 0.43% | 36 |
|
|
2024
Q1 | $3.87M | Buy |
162,195
+40,306
| +33% | +$961K | 0.45% | 29 |
|
|
2023
Q4 | $2.91M | Buy |
121,889
+53,802
| +79% | +$1.29M | 0.48% | 39 |
|
|
2023
Q3 | $1.59M | Buy |
68,087
+40,437
| +146% | +$944K | 0.31% | 53 |
|
|
2023
Q2 | $649K | Buy |
+27,650
| New | +$649K | 0.13% | 88 |
|