Sax Wealth Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.92M	Buy	154,727 +4,669	+3%	+$118K	0.16%	100
2026 Q1	$3.82M	Hold	150,058	–	–	0.19%	84
2025 Q4	$3.82M	Buy	150,058 +4,695	+3%	+$120K	0.18%	85
2025 Q3	$3.71M	Buy	145,363 +19,992	+16%	+$508K	0.2%	73
2025 Q2	$3.19M	Sell	125,371 -3,546	-3%	-$89.4K	0.19%	75
2025 Q1	$3.26M	Buy	128,917 +21,051	+20%	+$527K	0.23%	63
2024 Q4	$2.69M	Buy	107,866 +45,478	+73%	+$1.14M	0.21%	63
2024 Q3	$1.59M	Buy	62,388 +8,725	+16%	+$220K	0.14%	68
2024 Q2	$1.33M	Buy	53,663 +33,330	+164%	+$822K	0.13%	77
2024 Q1	$506K	Buy	+20,333	New	+$506K	0.06%	115

Other funds holding IBDT

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

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

Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 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

Twin Cities Retirement Group Plymouth, Minnesota $117M AUM

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

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

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