BETA WEALTH GROUP, INC. – iShares Core U.S. Aggregate Bond ETF Transaction History
BETA WEALTH GROUP, INC. portfolio value:
$3.00M
portfolio value
BETA WEALTH GROUP, INC. quarter portfolio value change:
-5.25%
quarter
iShares Core U.S. Aggregate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +26.00% | 6.42K shares | 486K | $96.34 | 31.15K |
| Q2 2022 | share | Decrease | -3.22% | -822 shares | -221K | $101.68 | 24.72K |
| Q1 2022 | share | Decrease | -63.22% | -43.92K shares | -5.24M | $107.1 | 25.55K |
| Q4 2021 | share | 0.00% | 0 shares | 0 | $114.12 | 69.47K | |
| Q3 2021 | share | Increase | +7.15% | 4.63K shares | 500K | $114.31 | 69.47K |
| Q2 2021 | share | Increase | +3.33% | 2.08K shares | 335K | $114.32 | 64.83K |
| Q1 2021 | share | Increase | +6.58% | 3.87K shares | 184K | $112.33 | 62.75K |
| Q4 2020 | share | Increase | 0.00% | 58.87K shares | 6.95M | $116.25 | 58.87K |