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Sax Wealth Advisors’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

Sax Wealth Advisors’s Portfolio IBMR Stock Details IBMR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-60,061
Closed -$1.38M – 375
2024
Q4 		$1.38M Buy
+60,061
New +$1.38M 0.11% 94