Sax Wealth Advisors, LLC Ishares Short Term National Mu Transaction History

Sax Wealth Advisors, LLC

$1.84 Billion
Q3 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 9,977 shares of SUB stock, worth $1.06 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

9,977

Previous 7,218 38.22%

Holding current value

$1.06 Million

Previous $767,000 38.85%

% of portfolio

0.06%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	BUY	$106.17 - $107.3 $292,923 - $296,040	2,759 Added 38.22%	9,977 $1.07 Million
Q2 2025 Jul 23, 2025	BUY	$104.77 - $106.34 $248,723 - $252,451	2,374 Added 49.01%	7,218 $767,000
Q1 2025 May 14, 2025	BUY	$105.3 - $106.24 $124,675 - $125,788	1,184 Added 32.35%	4,844 $511,000
Q2 2024 Jul 12, 2024	BUY	$104.04 - $104.8 $160,221 - $161,392	1,540 Added 72.64%	3,660 $382,000
Q1 2024 May 13, 2024	BUY	$104.73 - $105.42 $222,027 - $223,490	2,120 New	2,120 $222,000

Q4 2022 Feb 06, 2023	BUY	$102.5 - $104.49 $215,250 - $219,429	2,100 New	2,100 $218,000

Others Institutions Holding SUB

# of Institutions

949

Shares Held

75.7M

Call Options Held

Put Options Held

View Full List

About ISHARES SHORT-TERM NATIONAL MU

Ticker SUB
Sector ETFs
Industry ETFs

More about SUB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sax Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.

Account

Sax Wealth Advisors, LLC Ishares Short Term National Mu Transaction History