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Sax Wealth Advisors’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Sax Wealth Advisors’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$513K Buy
24,510
+1,153
+5% +$24.1K 0.02% 335
2026
Q1 		$494K Hold
23,357
– – 0.02% 293
2025
Q4 		$494K Buy
23,357
+2,873
+14% +$60.9K 0.02% 299
2025
Q3 		$435K Buy
20,484
+2,402
+13% +$50.6K 0.02% 296
2025
Q2 		$380K Sell
18,082
-2,960
-14% -$61.1K 0.02% 296
2025
Q1 		$437K Buy
+21,042
New +$432K 0.03% 239

Other funds holding IBDW

SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 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
SCM
Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
WPW
Winthrop Partners - WNY Buffalo, New York $202M AUM
WMWM
Wilkins Miller Wealth Management Mobile, Alabama $182M AUM 16.66% 1-Year Est. Return

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

Sax Wealth Advisors increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 4.9% in Q2 2026, buying an estimated $24.1K and bringing the position to 24,510 shares worth $513K. The position accounts for 0.02% of the portfolio, ranked #335.

Sax Wealth Advisors first reported a position in IBDW in Q1 2025 and has held it in 6 quarters since. 72 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Sax Wealth Advisors held 24,510 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $513K as of Q2 2026.
  • Sax Wealth Advisors bought 1,153 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $24.1K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #335 holding.
  • Sax Wealth Advisors first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2025 and has held it in 6 quarters since.
  • 72 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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