ISHARES TR

Ticker: IBDS CUSIP: 46435UAA9 Class: IBONDS 27 ETF

SAX WEALTH ADVISORS, LLC's Holding History (CIK: 0001846150)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 258,005 Value ($000) $6,264 Avg Close — Range —
Q3 2025
Shares 248,625 Value ($000) $6,052 Avg Close — Range —
Q2 2025
Shares 223,860 Value ($000) $5,433 Avg Close — Range —
Q1 2025
Shares 232,536 Value ($000) $5,623 Avg Close — Range —
Q4 2024
Shares 202,849 Value ($000) $4,860 Avg Close — Range —
Q3 2024
Shares 154,163 Value ($000) $3,757 Avg Close — Range —
Q2 2024
Shares 129,124 Value ($000) $3,064 Avg Close — Range —
Q1 2024
Shares 104,529 Value ($000) $2,488 Avg Close — Range —
Q4 2023
Shares 86,677 Value ($000) $2,074 Avg Close — Range —
Q3 2023
Shares 10,050 Value ($000) $233 Avg Close — Range —