Sax Wealth Advisors, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Sax Wealth Advisors, LLC

$1.37 Billion
Q1 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 278,785 shares of IBDR stock, worth $6.62 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

278,785

Previous 245,146 13.72%

Holding current value

$6.62 Million

Previous $5.82 Million 13.72%

% of portfolio

0.48%

Previous 0.46%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	N/A	33,639 Added 13.72%	278,785 $6.62 Million
Q4 2024 Jan 15, 2025	BUY	N/A	33,173 Added 15.65%	245,146 $5.82 Million
Q3 2024 Oct 17, 2024	BUY	$23.75 - $23.75 $548,672 - $548,672	23,102 Added 12.23%	211,973 $5.03 Million
Q2 2024 Jul 12, 2024	BUY	$23.65 - $23.82 $630,887 - $635,422	26,676 Added 16.45%	188,871 $4.5 Million
Q1 2024 May 13, 2024	BUY	$23.76 - $23.98 $957,670 - $966,537	40,306 Added 33.07%	162,195 $3.87 Million
Q4 2023 Feb 14, 2024	BUY	$23.15 - $23.9 $1.25 Million - $1.29 Million	53,802 Added 79.02%	121,889 $2.91 Million
Q3 2023 Nov 07, 2023	BUY	$23.28 - $23.6 $941,373 - $954,313	40,437 Added 146.25%	68,087 $1.59 Million
Q2 2023 Aug 10, 2023	BUY	$23.42 - $23.83 $647,563 - $658,899	27,650 New	27,650 $648,000

Others Institutions Holding IBDR

# of Institutions

430

Shares Held

107M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2026 TER

Ticker IBDR
Sector ETFs
Industry ETFs

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Sax Wealth Advisors, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History