BERGANKDV WEALTH MANAGEMENT, LLC – iShares iBonds Dec 2026 Term Corporate ETF Transaction History
BERGANKDV WEALTH MANAGEMENT, LLC portfolio value:
$576,000
portfolio value
BERGANKDV WEALTH MANAGEMENT, LLC quarter portfolio value change:
-2.90%
quarter
iShares iBonds Dec 2026 Term Corporate ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.42% | -360 shares | -26K | $23.1 | 24.95K |
| Q2 2022 | share | Increase | +95.44% | 12.36K shares | 283K | $23.79 | 25.31K |
| Q1 2022 | share | 0.00% | 0 shares | -19K | $24.65 | 12.95K | |
| Q4 2021 | share | Increase | +52.49% | 4.45K shares | 113K | $26.09 | 12.95K |
| Q3 2021 | share | 0.00% | 0 shares | -1K | $26.37 | 8.49K | |
| Q2 2021 | share | Increase | +29.60% | 1.94K shares | 53K | $26.35 | 8.49K |
| Q1 2021 | share | Increase | +103.64% | 3.33K shares | 86K | $25.96 | 6.55K |
| Q4 2020 | share | Increase | +22.92% | 600 shares | 17K | $26.59 | 3.21K |
| Q3 2020 | share | Increase | 0.00% | 2.61K shares | 70K | $26.1 | 2.61K |