Sax Wealth Advisors, LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 150,058 shares of IBDT stock, worth $3.81 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

150,058

Previous 145,363 3.23%

Holding current value

$3.81 Million

Previous $3.71 Million 2.83%

% of portfolio

0.18%

Previous 0.2%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$25.38 - $25.57 $119,159 - $120,051	4,695 Added 3.23%	150,058 $3.81 Million
Q3 2025 Oct 20, 2025	BUY	$25.24 - $25.56 $504,598 - $510,995	19,992 Added 15.95%	145,363 $3.71 Million
Q2 2025 Jul 23, 2025	SELL	$24.94 - $25.42 $88,437 - $90,139	-3,546 Reduced 2.75%	125,371 $3.19 Million
Q1 2025 May 14, 2025	BUY	$24.79 - $25.26 $521,854 - $531,748	21,051 Added 19.52%	128,917 $3.26 Million
Q4 2024 Jan 15, 2025	BUY	$24.82 - $25.48 $1.13 Million - $1.16 Million	45,478 Added 72.9%	107,866 $2.69 Million

Q3 2024 Oct 17, 2024	BUY	$24.62 - $25.59 $214,809 - $223,272	8,725 Added 16.26%	62,388 $1.59 Million
Q2 2024 Jul 12, 2024	BUY	$24.4 - $24.86 $813,252 - $828,583	33,330 Added 163.92%	53,663 $1.33 Million
Q1 2024 May 13, 2024	BUY	$24.69 - $25.14 $502,021 - $511,171	20,333 New	20,333 $506,000

Others Institutions Holding IBDT

# of Institutions

413

Shares Held

96.6M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

Ticker IBDT
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Sax Wealth Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History