SAX WEALTH ADVISORS, LLC – iShares Floating Rate Bond ETF Transaction History
SAX WEALTH ADVISORS, LLC portfolio value:
$678,000
portfolio value
SAX WEALTH ADVISORS, LLC quarter portfolio value change:
+0.70%
quarter
iShares Floating Rate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.11% | 15 shares | 6K | $50.27 | 13.48K |
| Q2 2022 | share | Increase | +0.04% | 5 shares | -8K | $49.92 | 13.46K |
| Q1 2022 | share | 0.00% | 0 shares | -3K | $50.52 | 13.46K | |
| Q4 2021 | share | Increase | +7.85% | 980 shares | 48K | $50.7 | 13.46K |
| Q3 2021 | share | 0.00% | 0 shares | 1K | $50.79 | 12.48K | |
| Q2 2021 | share | Increase | +7.86% | 910 shares | 46K | $50.72 | 12.48K |
| Q1 2021 | share | 0.00% | 0 shares | 1K | $50.62 | 11.57K | |
| Q4 2020 | share | Increase | 0.00% | 11.57K shares | 587K | $50.52 | 11.57K |