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 14,702 shares of IBMQ stock, worth $374,901. This represents 0.02% of its overall portfolio holdings.

Number of Shares
14,702
Previous 14,693 0.06%
Holding current value
$374,901
Previous $376,000 0.53%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jan 12, 2026
BUY
$25.48 - $25.62 $229 - $230
9 Added 0.06%
14,702 $374,000
Q3 2025

Oct 20, 2025
BUY
$25.37 - $25.79 $36,837 - $37,447
1,452 Added 10.97%
14,693 $376,000
Q2 2025

Jul 23, 2025
BUY
$24.88 - $25.41 $329,436 - $336,453
13,241 New
13,241 $336,000

Others Institutions Holding IBMQ

# of Institutions
182
Shares Held
18.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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