Sax Wealth Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Sax Wealth Advisors, LLC

$1.63 Billion
Q2 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 125,371 shares of IBDT stock, worth $3.18 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

125,371

Previous 128,917 2.75%

Holding current value

$3.18 Million

Previous $3.26 Million 2.15%

% of portfolio

0.2%

Previous 0.24%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	SELL	$24.94 - $25.42 $88,437 - $90,139	-3,546 Reduced 2.75%	125,371 $3.19 Million
Q1 2025 May 14, 2025	BUY	$24.79 - $25.26 $521,854 - $531,748	21,051 Added 19.52%	128,917 $3.26 Million
Q4 2024 Jan 15, 2025	BUY	$24.82 - $25.48 $1.13 Million - $1.16 Million	45,478 Added 72.9%	107,866 $2.69 Million
Q3 2024 Oct 17, 2024	BUY	$24.62 - $25.59 $214,809 - $223,272	8,725 Added 16.26%	62,388 $1.59 Million
Q2 2024 Jul 12, 2024	BUY	$24.4 - $24.86 $813,252 - $828,583	33,330 Added 163.92%	53,663 $1.33 Million
Q1 2024 May 13, 2024	BUY	$24.69 - $25.14 $502,021 - $511,171	20,333 New	20,333 $506,000

Others Institutions Holding IBDT

# of Institutions

388

Shares Held

92.6M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2028 TER

Ticker IBDT
Sector ETFs
Industry ETFs

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Sax Wealth Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History