WMS PARTNERS, LLC – iShares 1-3 Year Treasury Bond ETF Transaction History
WMS PARTNERS, LLC portfolio value:
$238,000
portfolio value
WMS PARTNERS, LLC quarter portfolio value change:
-1.91%
quarter
iShares 1-3 Year Treasury Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -4.29% | -131 shares | -15K | $81.21 | 2.92K |
| Q2 2022 | share | 0.00% | 0 shares | -2K | $82.79 | 3.05K | |
| Q1 2022 | share | 0.00% | 0 shares | -6K | $83.35 | 3.05K | |
| Q4 2021 | share | 0.00% | 0 shares | -2K | $85.55 | 3.05K | |
| Q3 2021 | share | Increase | +8.14% | 230 shares | 20K | $86.08 | 3.05K |
| Q2 2021 | share | 0.00% | 0 shares | -1K | $86.05 | 2.82K | |
| Q1 2021 | share | 0.00% | 0 shares | 0 | $86.1 | 2.82K | |
| Q4 2020 | share | Increase | +11.44% | 290 shares | 25K | $86.17 | 2.82K |
| Q3 2020 | share | 0.00% | 0 shares | -1K | $86.16 | 2.53K | |
| Q2 2020 | share | Increase | 0.00% | 2.53K shares | 220K | $86.1 | 2.53K |