SAX WEALTH ADVISORS, LLC – iShares 1-3 Year Treasury Bond ETF Transaction History
SAX WEALTH ADVISORS, LLC portfolio value:
$450,000
portfolio value
SAX WEALTH ADVISORS, LLC quarter portfolio value change:
-1.91%
quarter
iShares 1-3 Year Treasury Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -23.67% | -1.71K shares | -151K | $81.21 | 5.53K |
| Q2 2022 | share | Increase | +12.10% | 783 shares | 62K | $82.79 | 7.25K |
| Q1 2022 | share | Decrease | -14.41% | -1.09K shares | -108K | $83.35 | 6.47K |
| Q4 2021 | share | Decrease | -17.51% | -1.60K shares | -143K | $85.55 | 7.56K |
| Q3 2021 | share | Increase | +34.67% | 2.36K shares | 204K | $86.08 | 9.16K |
| Q2 2021 | share | Decrease | -22.52% | -1.97K shares | -172K | $86.05 | 6.80K |
| Q1 2021 | share | Decrease | -25.28% | -2.97K shares | -258K | $86.1 | 8.78K |
| Q4 2020 | share | Increase | 0.00% | 11.75K shares | 1.01M | $86.17 | 11.75K |