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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

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

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

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

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

Sax Wealth Advisors increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 0.8% in Q2 2026, buying an estimated $49.7K and bringing the position to 260,060 shares worth $6.3M. The position accounts for 0.26% of the portfolio, ranked #73.

Sax Wealth Advisors first reported a position in IBDS in Q3 2023 and has held it in 12 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Sax Wealth Advisors held 260,060 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $6.3M as of Q2 2026.
Sax Wealth Advisors bought 2,055 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $49.7K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.26% of Sax Wealth Advisors's portfolio in Q2 2026, its #73 holding.
Sax Wealth Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2023 and has held it in 12 quarters since.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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