Sax Wealth Advisors, LLC Ishares Iboxx $ Investment Gra Transaction History
Sax Wealth Advisors, LLC
- $1.63 Billion
- Q2 2025
A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 54,457 shares of LQD stock, worth $6.07 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
54,457
Previous 50,129
8.63%
Holding current value
$6.07 Million
Previous $5.45 Million
9.56%
% of portfolio
0.37%
Previous 0.4%
Shares
16 transactions
Others Institutions Holding LQD
# of Institutions
1,239Shares Held
277MCall Options Held
16.2MPut Options Held
46.5M-
Meiji Yasuda Life Insurance CO Tokyo, M019.1MShares$2.13 Billion62.76% of portfolio
-
Bank Of America Corp Charlotte, NC18.1MShares$2.02 Billion0.15% of portfolio
-
Morgan Stanley New York, NY16.3MShares$1.82 Billion0.12% of portfolio
-
Japan Science & Technology Agency Tokyo, M013.8MShares$1.54 Billion24.03% of portfolio
-
Black Rock Inc. New York, NY13.8MShares$1.53 Billion0.03% of portfolio