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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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.1M 87k 23.93
2023-09-30 $233k 10k 23.14

More positions owned by Sax Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
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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 ibonds etf

Bank of America Corporation
Capital Advisors
Capital Investment Advisors
UBS Group
Royal Bank of Canada
Miracle Mile Advisors
Raymond James Financial Services Advisors
Mercer Global Advisors
Woodmont Investment Counsel
Klingman & Associates
Wells Fargo & Company
Branch Banking & Trust Company
Sigma Investment Counselors
HighTower Advisors
Kathmere Capital Management

View all funds holding Ishares Tr ibonds etf