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Ishares Tr ibonds dec2026 shares owned by Sax Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr ibonds dec2026 (IBDR) shares owned by Sax Wealth Advisors from 13F filings

Historical chart of Sax Wealth Advisors investment in Ishares Tr ibonds dec2026

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All positions including Ishares Tr ibonds dec2026 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 ibonds dec2026 by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.2M 212k 24.30
2024-06-30 $4.5M 189k 23.82
2024-03-31 $3.9M 162k 23.85
2023-12-31 $2.9M 122k 23.90
2023-09-30 $1.6M 68k 23.34
2023-06-30 $649k 28k 23.47