Ishares Tr broad usd high shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr broad usd high (USHY) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in Ishares Tr broad usd high
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Quarterly reported holdings in Ishares Tr broad usd high by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $935k | 26k | 36.35 |
| 2023-09-30 | $1.0M | 29k | 34.71 |
| 2023-06-30 | $1.1M | 30k | 35.30 |
| 2023-03-31 | $1.1M | 32k | 35.55 |
| 2022-12-31 | $1.1M | 31k | 34.53 |
| 2022-09-30 | $985k | 29k | 33.61 |
| 2022-06-30 | $1.1M | 32k | 34.61 |
| 2022-03-31 | $1.3M | 32k | 38.85 |
| 2021-12-31 | $1.3M | 32k | 41.18 |
| 2021-09-30 | $691k | 17k | 41.47 |
| 2021-06-30 | $406k | 9.7k | 41.76 |