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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.71M Buy
2025
Q2
$3.19M Sell
2025
Q1
$3.26M Buy
2024
Q4
$2.69M Buy
2024
Q3
$1.59M Buy
2024
Q2
$1.33M Buy
2024
Q1
$506K Buy