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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

HCM

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

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

CPWM

Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 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. 47 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.
47 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.