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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

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibnd dec25 etf held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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

More positions owned by Sax Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Us Eqt Etf (AVUS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

View all positions for Sax Wealth Advisors

Top funds holding Ishares Tr ibnd dec25 etf

Bank of America Corporation
UBS Group
Capital Advisors
Mercer Global Advisors
Raymond James Financial Services Advisors
Wells Fargo & Company
Us Bancorp
Kathmere Capital Management
Stifel Financial
Sigma Investment Counselors
Royal Bank of Canada
Mariner Wealth Advisors
Sound View Wealth Advisors Group
Golub Group
Stratos Wealth Partners

View all funds holding Ishares Tr ibnd dec25 etf