SUGARLOAF WEALTH MANAGEMENT, LLC – iShares TIPS Bond ETF Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$95,000
portfolio value
SUGARLOAF WEALTH MANAGEMENT, LLC quarter portfolio value change:
-7.91%
quarter
iShares TIPS Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +12.44% | 100 shares | 3K | $104.9 | 904 |
| Q2 2022 | share | 0.00% | 0 shares | -8K | $113.91 | 804 | |
| Q1 2022 | share | 0.00% | 0 shares | -4K | $124.57 | 804 | |
| Q4 2021 | share | 0.00% | 0 shares | 1K | $129.36 | 804 | |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $126.96 | 804 | |
| Q2 2021 | share | Decrease | -33.44% | -404 shares | 2K | $124.83 | 804 |
| Q1 2021 | share | Increase | +50.25% | 404 shares | -2K | $120.95 | 1.20K |
| Q4 2020 | share | Decrease | -13.08% | -121 shares | 1K | $123.02 | 804 |
| Q3 2020 | share | Increase | +15.05% | 121 shares | 3K | $121.05 | 925 |
| Q2 2020 | share | Decrease | -16.34% | -157 shares | -14K | $117.7 | 804 |
| Q1 2020 | share | Decrease | -15.48% | -176 shares | -20K | $112.4 | 961 |
| Q4 2019 | share | Increase | 0.00% | 1.13K shares | 133K | $110.99 | 1.13K |