CAPITAL WEALTH PLANNING, LLC – iShares 20+ Year Treasury Bond ETF Transaction History
CAPITAL WEALTH PLANNING, LLC portfolio value:
$1.84M
portfolio value
CAPITAL WEALTH PLANNING, LLC quarter portfolio value change:
-10.81%
quarter
iShares 20+ Year Treasury Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +133.73% | 10.30K shares | 960K | $102.45 | 18.00K |
| Q2 2022 | share | Increase | 0.00% | 7.70K shares | 885K | $114.87 | 7.70K |
| Q1 2020 | share | Decrease | -100.00% | -2.45K shares | -333K | $160.78 | 0 |
| Q4 2019 | share | Decrease | -33.83% | -1.25K shares | -184K | $131.62 | 2.45K |
| Q3 2019 | share | Increase | 0.00% | 3.71K shares | 517K | $138.06 | 3.71K |
| Q3 2017 | share | Decrease | -100.00% | -27.36K shares | -3.42M | $114.33 | 0 |
| Q2 2017 | share | Increase | 0.00% | 27.36K shares | 3.42M | $113.94 | 27.36K |