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Sax Wealth Advisors’s iShares iBonds Dec 2026 Term Muni Bond ETF IBMO Stock Holding History

Sax Wealth Advisors’s Portfolio IBMO Stock Details IBMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$382K Sell
14,893
-362
-2% -$9.28K 0.01% 510
2026
Q2 		$391K Hold
15,255
– – 0.02% 398
2026
Q1 		$391K Hold
15,255
– – 0.02% 337
2025
Q4 		$391K Hold
15,255
– – 0.02% 343
2025
Q3 		$391K Buy
15,255
+234
+2% +$6K 0.02% 313
2025
Q2 		$385K Buy
+15,021
New +$383K 0.02% 293

Other funds holding IBMO

TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
HA
Heffernan Advisory Flagstaff, Arizona $149M AUM 6.92% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BF
Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Sax Wealth Advisors reduced its iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) stake by 2.4% in Q3 2026, selling an estimated $9.28K and leaving 14,893 shares worth $382K. The position accounts for 0.01% of the portfolio, ranked #510.

Sax Wealth Advisors first reported a position in IBMO in Q2 2025 and has held it in 6 quarters since. The position peaked at $391K in Q3 2025. 14 funds tracked by Wall St. Rank hold IBMO as of Q3 2026.

  • Sax Wealth Advisors held 14,893 shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $382K as of Q3 2026.
  • Sax Wealth Advisors sold 362 iShares iBonds Dec 2026 Term Muni Bond ETF shares in Q3 2026, an estimated $9.28K.
  • iShares iBonds Dec 2026 Term Muni Bond ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q3 2026, its #510 holding.
  • Sax Wealth Advisors first reported a position in iShares iBonds Dec 2026 Term Muni Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • Sax Wealth Advisors's iShares iBonds Dec 2026 Term Muni Bond ETF position peaked at $391K in Q3 2025.
  • 14 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Muni Bond ETF as of Q3 2026.

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