SAX WEALTH ADVISORS, LLC – iShares iBoxx $ Investment Grade Corporate Bond ETF Transaction History
SAX WEALTH ADVISORS, LLC portfolio value:
$1.01M
portfolio value
SAX WEALTH ADVISORS, LLC quarter portfolio value change:
-6.89%
quarter
iShares iBoxx $ Investment Grade Corporate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -23.81% | -3.09K shares | -415K | $102.45 | 9.89K |
| Q2 2022 | share | Decrease | -44.25% | -10.30K shares | -1.38M | $110.03 | 12.98K |
| Q1 2022 | share | Decrease | -24.09% | -7.38K shares | -1.24M | $120.94 | 23.28K |
| Q4 2021 | share | Decrease | -5.41% | -1.75K shares | -249K | $132.72 | 30.67K |
| Q3 2021 | share | Increase | +4.56% | 1.41K shares | 147K | $132.28 | 32.43K |
| Q2 2021 | share | Increase | +45.50% | 9.69K shares | 1.39M | $132.88 | 31.01K |
| Q1 2021 | share | Increase | +32.71% | 5.25K shares | 553K | $127.87 | 21.31K |
| Q4 2020 | share | Increase | 0.00% | 16.06K shares | 2.21M | $135.27 | 16.06K |