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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Quarterly reported holdings in Ishares Tr ibonds dec2026 by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.7M | 315k | 24.30 |
| 2025-06-30 | $6.6M | 273k | 24.25 |
| 2024-12-31 | $5.9M | 245k | 24.07 |
| 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 |