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Ishares Tr ibonds dec 25 shares owned by Sax Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr ibonds dec 25 (IBMN) shares owned by Sax Wealth Advisors from 13F filings

Historical chart of Sax Wealth Advisors investment in Ishares Tr ibonds dec 25

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds dec 25 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 dec 25 by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $382k 14k 26.79
2025-06-30 $375k 14k 26.76

More positions owned by Sax Wealth Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Dimensional Etf Trust Us High Profitab (DUHP)

View all positions for Sax Wealth Advisors

Top funds holding Ishares Tr ibonds dec 25

Kathmere Capital Management
Us Bancorp
Wells Fargo & Company
Lido Advisors
LPL Financial
Morgan Stanley
PSI Advisors
Integrated Wealth Concepts
Hills Bank And Trust Company
LBMC Investment Advisors
Leavell Investment Management
Northwestern Mutual Wealth Management Company
HighTower Advisors
Goss Wealth Management
Covington Investment Advisors

View all funds holding Ishares Tr ibonds dec 25