SAX WEALTH ADVISORS, LLC – iShares Core U.S. Aggregate Bond ETF Transaction History
SAX WEALTH ADVISORS, LLC portfolio value:
$3.71M
portfolio value
SAX WEALTH ADVISORS, LLC quarter portfolio value change:
-5.25%
quarter
iShares Core U.S. Aggregate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.59% | 226 shares | -183K | $96.34 | 38.57K |
| Q2 2022 | share | Decrease | -17.28% | -8.01K shares | -1.06M | $101.68 | 38.35K |
| Q1 2022 | share | Increase | +764.00% | 40.99K shares | 4.35M | $107.1 | 46.36K |
| Q4 2021 | share | Increase | +132.50% | 3.05K shares | 347K | $114.12 | 5.36K |
| Q3 2021 | share | Increase | +0.17% | 4 shares | -1K | $114.31 | 2.30K |
| Q2 2021 | share | Increase | +8.37% | 178 shares | 24K | $114.32 | 2.30K |
| Q1 2021 | share | Increase | +8.64% | 169 shares | 11K | $112.33 | 2.12K |
| Q4 2020 | share | Increase | 0.00% | 1.95K shares | 231K | $116.25 | 1.95K |