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Sax Wealth Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Sax Wealth Advisors’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.11M Buy
90,845
+1,497
+2% +$34.7K 0.09% 147
2026
Q1 		$2.09M Hold
89,348
– – 0.1% 116
2025
Q4 		$2.09M Buy
89,348
+1,516
+2% +$35.5K 0.1% 118
2025
Q3 		$2.06M Buy
+87,832
New +$2.05M 0.11% 105

Other funds holding IBDU

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return

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

Sax Wealth Advisors increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 1.7% in Q2 2026, buying an estimated $34.7K and bringing the position to 90,845 shares worth $2.11M. The position accounts for 0.09% of the portfolio, ranked #147.

Sax Wealth Advisors first reported a position in IBDU in Q3 2025 and has held it in 4 quarters since. 75 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Sax Wealth Advisors held 90,845 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $2.11M as of Q2 2026.
  • Sax Wealth Advisors bought 1,497 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $34.7K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.09% of Sax Wealth Advisors's portfolio in Q2 2026, its #147 holding.
  • Sax Wealth Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
  • 75 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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