BERGANKDV WEALTH MANAGEMENT, LLC – iShares 3-7 Year Treasury Bond ETF Transaction History
BERGANKDV WEALTH MANAGEMENT, LLC portfolio value:
$496,000
portfolio value
BERGANKDV WEALTH MANAGEMENT, LLC 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 | Decrease | -26.11% | -1.53K shares | -205K | $114.28 | 4.34K |
| Q2 2022 | share | Decrease | -8.83% | -569 shares | -85K | $119.34 | 5.87K |
| Q1 2022 | share | Increase | +22.37% | 1.17K shares | 108K | $122.05 | 6.44K |
| Q4 2021 | share | Decrease | -1.24% | -66 shares | -16K | $128.71 | 5.26K |
| Q3 2021 | share | Decrease | -2.91% | -160 shares | -23K | $129.94 | 5.33K |
| Q2 2021 | share | Increase | +2.31% | 124 shares | 20K | $130.07 | 5.49K |
| Q1 2021 | share | Decrease | -1.31% | -71 shares | -26K | $129.2 | 5.36K |
| Q4 2020 | share | Decrease | -3.62% | -204 shares | -31K | $132.11 | 5.43K |
| Q3 2020 | share | Increase | +62600.00% | 5.63K shares | 753K | $132.35 | 5.64K |
| Q2 2020 | share | Decrease | -99.72% | -3.15K shares | -421K | $132.1 | 9 |
| Q1 2020 | share | Decrease | -31.18% | -1.43K shares | -156K | $131.37 | 3.16K |
| Q4 2019 | share | Decrease | -0.02% | -1 shares | -5K | $123.53 | 4.59K |
| Q3 2019 | share | Increase | +14.12% | 569 shares | 76K | $123.82 | 4.6K |
| Q2 2019 | share | Decrease | -12.99% | -602 shares | -64K | $122.18 | 4.03K |
| Q1 2019 | share | Increase | +0.54% | 25 shares | 12K | $119.03 | 4.63K |
| Q4 2018 | share | Decrease | -43.35% | -3.52K shares | -410K | $116.86 | 4.60K |
| Q3 2018 | share | Increase | +10.43% | 768 shares | 85K | $113.8 | 8.13K |
| Q2 2018 | share | Increase | +99.51% | 3.67K shares | 439K | $114.11 | 7.36K |
| Q1 2018 | share | Increase | +123.89% | 2.04K shares | 244K | $114.15 | 3.69K |
| Q4 2017 | share | Increase | 0.00% | 1.64K shares | 201K | $115.29 | 1.64K |