BERGANKDV WEALTH MANAGEMENT, LLC – iShares Core 1-5 Year USD Bond ETF Transaction History
BERGANKDV WEALTH MANAGEMENT, LLC portfolio value:
$7.63M
portfolio value
BERGANKDV WEALTH MANAGEMENT, LLC quarter portfolio value change:
-2.74%
quarter
iShares Core 1-5 Year USD Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -13.42% | -25.67K shares | -1.43M | $46.1 | 165.68K |
| Q2 2022 | share | Decrease | -4.12% | -8.21K shares | -601K | $47.4 | 191.35K |
| Q1 2022 | share | Increase | +12.41% | 22.03K shares | 718K | $48.46 | 199.57K |
| Q4 2021 | share | Increase | +15.57% | 23.92K shares | 1.10M | $50.41 | 177.53K |
| Q3 2021 | share | Increase | +213245.83% | 153.53K shares | 7.84M | $50.85 | 153.60K |
| Q2 2021 | share | 0.00% | 0 shares | 0 | $50.87 | 72 | |
| Q1 2021 | share | 0.00% | 0 shares | 0 | $50.65 | 72 | |
| Q4 2020 | share | 0.00% | 0 shares | 0 | $50.85 | 72 | |
| Q3 2020 | share | 0.00% | 0 shares | 0 | $50.43 | 72 | |
| Q2 2020 | share | 0.00% | 0 shares | 0 | $50.09 | 72 | |
| Q1 2020 | share | Decrease | -13.25% | -11 shares | 0 | $48.85 | 72 |
| Q4 2019 | share | 0.00% | 0 shares | 0 | $48.54 | 83 | |
| Q3 2019 | share | 0.00% | 0 shares | 0 | $48.2 | 83 | |
| Q2 2019 | share | 0.00% | 0 shares | 0 | $47.81 | 83 | |
| Q1 2019 | share | 0.00% | 0 shares | 0 | $46.93 | 83 | |
| Q4 2018 | share | Increase | +186.21% | 54 shares | 3K | $45.96 | 83 |
| Q3 2018 | share | Decrease | -94.52% | -500 shares | -25K | $45.49 | 29 |
| Q2 2018 | share | Increase | 0.00% | 529 shares | 26K | $45.27 | 529 |