IMA WEALTH, INC. – iShares 3-7 Year Treasury Bond ETF Transaction History
IMA WEALTH, INC. portfolio value:
$504,000
portfolio value
IMA WEALTH, INC. quarter portfolio value change:
-4.24%
quarter
iShares 3-7 Year Treasury Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -22K | $114.28 | 4.41K | |
| Q2 2022 | share | 0.00% | 0 shares | -12K | $119.34 | 4.41K | |
| Q1 2022 | share | 0.00% | 0 shares | -29K | $122.05 | 4.41K | |
| Q4 2021 | share | 0.00% | 0 shares | -7K | $128.71 | 4.41K | |
| Q3 2021 | share | 0.00% | 0 shares | -2K | $129.94 | 4.41K | |
| Q2 2021 | share | 0.00% | 0 shares | 3K | $130.07 | 4.41K | |
| Q1 2021 | share | Increase | +20.82% | 760 shares | 88K | $129.2 | 4.41K |
| Q4 2020 | share | Increase | +25.86% | 750 shares | 98K | $132.11 | 3.65K |
| Q3 2020 | share | 0.00% | 0 shares | -1K | $132.35 | 2.9K | |
| Q2 2020 | share | 0.00% | 0 shares | 1K | $132.1 | 2.9K | |
| Q1 2020 | share | 0.00% | 0 shares | 22K | $131.37 | 2.9K | |
| Q4 2019 | share | 0.00% | 0 shares | -3K | $123.53 | 2.9K | |
| Q3 2019 | share | 0.00% | 0 shares | 3K | $123.82 | 2.9K | |
| Q2 2019 | share | Increase | +123.08% | 1.6K shares | 205K | $122.18 | 2.9K |
| Q1 2019 | share | Decrease | -1.29% | -17 shares | 0 | $119.03 | 1.3K |
| Q4 2018 | share | 0.00% | 0 shares | 3K | $116.86 | 1.31K | |
| Q3 2018 | share | 0.00% | 0 shares | -1K | $113.8 | 1.31K | |
| Q2 2018 | share | Increase | 0.00% | 1.31K shares | 158K | $114.11 | 1.31K |