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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$380K Sell
18,082
-2,960
-14% -$62.3K 0.02% 296
2025
Q1 		$437K Buy
+21,042
New +$437K 0.03% 239