Sax Wealth Advisors’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Sax Wealth Advisors’s Portfolio IBDX Stock Details IBDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$313K	Buy	12,998 +1,446	+13%	+$35.8K	0.01%	562
2026 Q2	$292K	Buy	11,552 +1,174	+11%	+$29.6K	0.01%	450
2026 Q1	$265K	Hold	10,378	–	–	0.01%	416
2025 Q4	$265K	Sell	10,378 -615	-6%	-$15.7K	0.01%	425
2025 Q3	$282K	Buy	+10,993	New	+$279K	0.02%	360

Other funds holding IBDX

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WMWM

Wilkins Miller Wealth Management Mobile, Alabama $177M AUM 10.51% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

GDP

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Sax Wealth Advisors's IBDX Position: Q3 2026 in Review

Sax Wealth Advisors increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 13% in Q3 2026, buying an estimated $35.8K and bringing the position to 12,998 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #562.

Sax Wealth Advisors first reported a position in IBDX in Q3 2025 and has held it in 5 quarters since. 22 funds tracked by Wall St. Rank hold IBDX as of Q3 2026.

Sax Wealth Advisors held 12,998 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $313K as of Q3 2026.
Sax Wealth Advisors bought 1,446 iShares iBonds Dec 2032 Term Corporate ETF shares in Q3 2026, an estimated $35.8K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q3 2026, its #562 holding.
Sax Wealth Advisors first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q3 2025 and has held it in 5 quarters since.
22 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.