Sax Wealth Advisors’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$272K	Buy	+10,536	New	+$272K	0.01%	466

Other funds holding IBDY

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

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

Sax Wealth Advisors opened a new position in iShares iBonds Dec 2033 Term Corporate ETF (IBDY) in Q2 2026: 10,536 shares worth $272K. The stake represents 0.01% of the portfolio and ranks #466 among its holdings.

34 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

Sax Wealth Advisors held 10,536 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $272K as of Q2 2026.
iShares iBonds Dec 2033 Term Corporate ETF was a new Sax Wealth Advisors position in Q2 2026.
iShares iBonds Dec 2033 Term Corporate ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #466 holding.
34 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

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