Sax Wealth Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Sax Wealth Advisors’s Portfolio IBDS Stock Details IBDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.3M	Buy	260,060 +2,055	+0.8%	+$49.7K	0.26%	73
2026 Q1	$6.26M	Hold	258,005	–	–	0.3%	61
2025 Q4	$6.26M	Buy	258,005 +9,380	+4%	+$228K	0.29%	63
2025 Q3	$6.05M	Buy	248,625 +24,765	+11%	+$601K	0.33%	51
2025 Q2	$5.43M	Sell	223,860 -8,676	-4%	-$209K	0.33%	50
2025 Q1	$5.62M	Buy	232,536 +29,687	+15%	+$714K	0.4%	41
2024 Q4	$4.86M	Buy	202,849 +48,686	+32%	+$1.17M	0.38%	43
2024 Q3	$3.76M	Buy	154,163 +25,039	+19%	+$603K	0.34%	40
2024 Q2	$3.06M	Buy	129,124 +24,595	+24%	+$582K	0.29%	46
2024 Q1	$2.49M	Buy	104,529 +17,852	+21%	+$425K	0.29%	42
2023 Q4	$2.07M	Buy	86,677 +76,627	+762%	+$1.79M	0.34%	52
2023 Q3	$233K	Buy	+10,050	New	+$235K	0.05%	160

Other funds holding IBDS

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Members Wealth Media, Pennsylvania $182M AUM 15.09% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return