SWA
Sax Wealth Advisors’s iShares High Yield Systematic Bond ETF HYDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.57M | Buy |
159,550
+2,533
| +2% | +$120K | 0.46% | 36 |
|
|
2025
Q1 | $7.39M | Buy |
157,017
+23,777
| +18% | +$1.12M | 0.53% | 32 |
|
|
2024
Q4 | $6.26M | Buy |
133,240
+25,079
| +23% | +$1.18M | 0.49% | 32 |
|
|
2024
Q3 | $5.2M | Buy |
108,161
+29,951
| +38% | +$1.44M | 0.46% | 31 |
|
|
2024
Q2 | $3.63M | Buy |
78,210
+69,734
| +823% | +$3.24M | 0.35% | 43 |
|
|
2024
Q1 | $396K | Buy |
+8,476
| New | +$396K | 0.05% | 131 |
|