Sax Wealth Advisors, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Sax Wealth Advisors, LLC

  • $2.07 Billion
  • Q4 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 361,295 shares of IBDR stock, worth $8.58 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
361,295
Previous 315,147 14.64%
Holding current value
$8.58 Million
Previous $7.48 Million 14.64%
% of portfolio
0.41%
Previous 0.41%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
N/A
46,148 Added 14.64%
361,295 $8.58 Million
Q3 2025

Oct 20, 2025
BUY
N/A
41,873 Added 15.32%
315,147 $7.48 Million
Q2 2025

Jul 23, 2025
SELL
N/A
-5,511 Reduced 1.98%
273,274 $6.49 Million
Q1 2025

May 14, 2025
BUY
N/A
33,639 Added 13.72%
278,785 $6.62 Million
Q4 2024

Jan 15, 2025
BUY
N/A
33,173 Added 15.65%
245,146 $5.82 Million
Q3 2024

Oct 17, 2024
BUY
$23.75 - $23.75 $548,672 - $548,672
23,102 Added 12.23%
211,973 $5.03 Million
Q2 2024

Jul 12, 2024
BUY
$23.65 - $23.82 $630,887 - $635,422
26,676 Added 16.45%
188,871 $4.5 Million
Q1 2024

May 13, 2024
BUY
$23.76 - $23.98 $957,670 - $966,537
40,306 Added 33.07%
162,195 $3.87 Million
Q4 2023

Feb 14, 2024
BUY
$23.15 - $23.9 $1.25 Million - $1.29 Million
53,802 Added 79.02%
121,889 $2.91 Million
Q3 2023

Nov 07, 2023
BUY
$23.28 - $23.6 $941,373 - $954,313
40,437 Added 146.25%
68,087 $1.59 Million
Q2 2023

Aug 10, 2023
BUY
$23.42 - $23.83 $647,563 - $658,899
27,650 New
27,650 $648,000

Others Institutions Holding IBDR

# of Institutions
465
Shares Held
107M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

IBDR Quotes by TradingView
  • Ticker IBDR
  • Sector ETFs
  • Industry ETFs
More about IBDR
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