Sax Wealth Advisors’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$375K	Buy	14,707 +5	+0%	+$128	0.02%	405
2026 Q1	$376K	Hold	14,702	–	–	0.02%	347
2025 Q4	$376K	Buy	14,702 +9	+0.1%	+$230	0.02%	354
2025 Q3	$377K	Buy	14,693 +1,452	+11%	+$37.1K	0.02%	322
2025 Q2	$336K	Buy	+13,241	New	+$334K	0.02%	320

Other funds holding IBMQ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Sax Wealth Advisors increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 0.03% in Q2 2026, buying an estimated $128 and bringing the position to 14,707 shares worth $375K. The position accounts for 0.02% of the portfolio, ranked #405.

Sax Wealth Advisors first reported a position in IBMQ in Q2 2025 and has held it in 5 quarters since. The position peaked at $377K in Q3 2025. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

Sax Wealth Advisors held 14,707 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $375K as of Q2 2026.
Sax Wealth Advisors bought 5 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $128.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #405 holding.
Sax Wealth Advisors first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
Sax Wealth Advisors's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $377K in Q3 2025.
197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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