SWA
IBDV icon

Sax Wealth Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Sax Wealth Advisors’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.19M Buy
54,134
+1,174
+2% +$25.6K 0.05% 205
2026
Q1 		$1.17M Hold
52,960
– – 0.06% 170
2025
Q4 		$1.17M Buy
52,960
+631
+1% +$14K 0.06% 176
2025
Q3 		$1.16M Buy
52,329
+37,496
+253% +$825K 0.06% 167
2025
Q2 		$326K Sell
14,833
-553
-4% -$12K 0.02% 324
2025
Q1 		$334K Buy
+15,386
New +$331K 0.02% 276

Other funds holding IBDV

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
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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

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

Sax Wealth Advisors increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 2.2% in Q2 2026, buying an estimated $25.6K and bringing the position to 54,134 shares worth $1.19M. The position accounts for 0.05% of the portfolio, ranked #205.

Sax Wealth Advisors first reported a position in IBDV in Q1 2025 and has held it in 6 quarters since. 78 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

  • Sax Wealth Advisors held 54,134 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $1.19M as of Q2 2026.
  • Sax Wealth Advisors bought 1,174 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $25.6K.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.05% of Sax Wealth Advisors's portfolio in Q2 2026, its #205 holding.
  • Sax Wealth Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
  • 78 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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