SWA
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Sax Wealth Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Sax Wealth Advisors’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.91M Buy
367,674
+6,379
+2% +$154K 0.36% 52
2026
Q1 		$8.75M Hold
361,295
– – 0.42% 40
2025
Q4 		$8.75M Buy
361,295
+46,148
+15% +$1.12M 0.41% 43
2025
Q3 		$7.66M Buy
315,147
+41,873
+15% +$1.01M 0.41% 41
2025
Q2 		$6.63M Sell
273,274
-5,511
-2% -$133K 0.4% 39
2025
Q1 		$6.75M Buy
278,785
+33,639
+14% +$812K 0.48% 36
2024
Q4 		$5.9M Buy
245,146
+33,173
+16% +$800K 0.46% 35
2024
Q3 		$5.15M Buy
211,973
+23,102
+12% +$556K 0.46% 32
2024
Q2 		$4.5M Buy
188,871
+26,676
+16% +$633K 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% +$1.26M 0.48% 39
2023
Q3 		$1.59M Buy
68,087
+40,437
+146% +$947K 0.31% 53
2023
Q2 		$649K Buy
+27,650
New +$653K 0.13% 88

Other funds holding IBDR

RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $233M AUM 15.96% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
KCA
Kastel Capital Advisors Wellesley, Massachusetts $158M AUM
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return