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

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

CIA

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

Sax Wealth Advisors increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 3.1% in Q2 2026, buying an estimated $118K and bringing the position to 154,727 shares worth $3.92M. The position accounts for 0.16% of the portfolio, ranked #100.

Sax Wealth Advisors first reported a position in IBDT in Q1 2024 and has held it in 10 quarters since. 436 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Sax Wealth Advisors held 154,727 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $3.92M as of Q2 2026.
Sax Wealth Advisors bought 4,669 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $118K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.16% of Sax Wealth Advisors's portfolio in Q2 2026, its #100 holding.
Sax Wealth Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2024 and has held it in 10 quarters since.
436 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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