SWA
Sax Wealth Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.43M | Sell |
223,860
-8,676
| -4% | -$211K | 0.33% | 50 |
|
|
2025
Q1 | $5.62M | Buy |
232,536
+29,687
| +15% | +$718K | 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% | +$610K | 0.34% | 40 |
|
|
2024
Q2 | $3.06M | Buy |
129,124
+24,595
| +24% | +$584K | 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% | +$1.83M | 0.34% | 52 |
|
|
2023
Q3 | $233K | Buy |
+10,050
| New | +$233K | 0.05% | 160 |
|