ISHARES TR

Ticker: LQD CUSIP: 464287242 Class: IBOXX INV CP ETF

SAX WEALTH ADVISORS, LLC's Holding History (CIK: 0001846150)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 51,815 Value ($000) $5,709 Avg Close — Range —
Q3 2025
Shares 46,402 Value ($000) $5,172 Avg Close — Range —
Q2 2025
Shares 54,457 Value ($000) $5,969 Avg Close — Range —
Q1 2025
Shares 50,129 Value ($000) $5,449 Avg Close — Range —
Q4 2024
Shares 46,639 Value ($000) $4,983 Avg Close — Range —
Q3 2024
Shares 44,213 Value ($000) $4,995 Avg Close — Range —
Q3 2023
Shares 3,236 Value ($000) $330 Avg Close — Range —
Q2 2023
Shares 5,260 Value ($000) $569 Avg Close — Range —
Q1 2023
Shares 5,237 Value ($000) $574 Avg Close — Range —
Q4 2022
Shares 7,810 Value ($000) $823 Avg Close — Range —
Q3 2022
Shares 9,892 Value ($000) $1,013 Avg Close — Range —
Q2 2022
Shares 12,983 Value ($000) $1,428 Avg Close — Range —
Q1 2022
Shares 23,287 Value ($000) $2,816 Avg Close — Range —
Q4 2021
Shares 30,676 Value ($000) $4,065 Avg Close — Range —
Q3 2021
Shares 32,431 Value ($000) $4,314 Avg Close — Range —
Q2 2021
Shares 31,017 Value ($000) $4,167 Avg Close — Range —
Q1 2021
Shares 21,318 Value ($000) $2,772 Avg Close — Range —
Q4 2020
Shares 16,063 Value ($000) $2,219 Avg Close — Range —