Ishares Tr ibonds etf shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr ibonds etf (IBDS) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in Ishares Tr ibonds etf
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Quarterly reported holdings in Ishares Tr ibonds etf by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.1M | 249k | 24.34 |
| 2025-06-30 | $5.4M | 224k | 24.27 |
| 2024-12-31 | $4.9M | 203k | 23.96 |
| 2024-09-30 | $3.8M | 154k | 24.37 |
| 2024-06-30 | $3.1M | 129k | 23.73 |
| 2024-03-31 | $2.5M | 105k | 23.80 |
| 2023-12-31 | $2.1M | 87k | 23.93 |
| 2023-09-30 | $233k | 10k | 23.14 |