BERGANKDV WEALTH MANAGEMENT, LLC – iShares 1-3 Year Treasury Bond ETF Transaction History
BERGANKDV WEALTH MANAGEMENT, LLC portfolio value:
$1.75M
portfolio value
BERGANKDV WEALTH MANAGEMENT, 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 | Increase | +6.19% | 1.25K shares | 70K | $81.21 | 21.56K |
| Q2 2022 | share | Decrease | -8.94% | -1.99K shares | -178K | $82.79 | 20.30K |
| Q1 2022 | share | Increase | +7.76% | 1.60K shares | 89K | $83.35 | 22.30K |
| Q4 2021 | share | Decrease | -3.57% | -766 shares | -79K | $85.55 | 20.69K |
| Q3 2021 | share | Increase | +8.38% | 1.65K shares | 143K | $86.08 | 21.46K |
| Q2 2021 | share | Decrease | -4.16% | -859 shares | -76K | $86.05 | 19.80K |
| Q1 2021 | share | Increase | +7.32% | 1.41K shares | 119K | $86.1 | 20.66K |
| Q4 2020 | share | Decrease | -2.27% | -447 shares | -41K | $86.17 | 19.25K |
| Q3 2020 | share | Increase | +3.17% | 605 shares | 50K | $86.16 | 19.69K |
| Q2 2020 | share | Increase | +30.73% | 4.48K shares | 388K | $86.1 | 19.09K |
| Q1 2020 | share | Decrease | -30.84% | -6.51K shares | -521K | $85.91 | 14.60K |
| Q4 2019 | share | Increase | +25.55% | 4.29K shares | 360K | $83.64 | 21.12K |
| Q3 2019 | share | Increase | +29.46% | 3.82K shares | 325K | $83.29 | 16.82K |
| Q2 2019 | share | Increase | +5.71% | 702 shares | 68K | $82.8 | 12.99K |
| Q1 2019 | share | Increase | +46.16% | 3.88K shares | 331K | $81.68 | 12.29K |
| Q4 2018 | share | Increase | +181.65% | 5.42K shares | 455K | $80.9 | 8.41K |
| Q3 2018 | share | Increase | +509.39% | 2.49K shares | 207K | $79.86 | 2.98K |
| Q2 2018 | share | Increase | 0.00% | 490 shares | 41K | $79.75 | 490 |
| Q2 2017 | share | Decrease | -100.00% | -2.46K shares | -208K | $79.84 | 0 |
| Q1 2017 | share | Increase | 0.00% | 2.46K shares | 208K | $79.69 | 2.46K |