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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Sax Wealth Advisors's IBDR Position: Q2 2026 in Review

Sax Wealth Advisors increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 1.8% in Q2 2026, buying an estimated $154K and bringing the position to 367,674 shares worth $8.91M. The position accounts for 0.36% of the portfolio, ranked #52.

Sax Wealth Advisors first reported a position in IBDR in Q2 2023 and has held it in 13 quarters since. 424 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Sax Wealth Advisors held 367,674 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $8.91M as of Q2 2026.
Sax Wealth Advisors bought 6,379 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $154K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.36% of Sax Wealth Advisors's portfolio in Q2 2026, its #52 holding.
Sax Wealth Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2023 and has held it in 13 quarters since.
424 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.