Ishares Tr ibnd dec25 etf shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr ibnd dec25 etf (IBDQ) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in Ishares Tr ibnd dec25 etf
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Quarterly reported holdings in Ishares Tr ibnd dec25 etf by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.3M | 171k | 25.10 |
| 2024-06-30 | $4.2M | 168k | 24.86 |
| 2024-03-31 | $3.9M | 157k | 24.81 |
| 2023-12-31 | $3.3M | 133k | 24.76 |
| 2023-09-30 | $2.6M | 107k | 24.37 |
| 2023-06-30 | $2.1M | 88k | 24.38 |
| 2023-03-31 | $782k | 32k | 24.53 |