SUGARLOAF WEALTH MANAGEMENT, LLC – iShares Core U.S. Aggregate Bond ETF Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$129,000
portfolio value
SUGARLOAF WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.25%
quarter
iShares Core U.S. Aggregate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -28.14% | -522 shares | -60K | $96.34 | 1.33K |
| Q2 2022 | share | Increase | +0.22% | 4 shares | -9K | $101.68 | 1.85K |
| Q1 2022 | share | Increase | +0.05% | 1 shares | -13K | $107.1 | 1.85K |
| Q4 2021 | share | Increase | +0.16% | 3 shares | -1K | $114.12 | 1.85K |
| Q3 2021 | share | Decrease | -13.89% | -298 shares | -35K | $114.31 | 1.84K |
| Q2 2021 | share | Decrease | -48.61% | -2.02K shares | 3K | $114.32 | 2.14K |
| Q1 2021 | share | Decrease | -96.83% | -127.64K shares | -15.33M | $112.33 | 4.17K |
| Q4 2020 | share | Increase | +2.71% | 3.48K shares | 394K | $116.25 | 131.81K |
| Q3 2020 | share | Decrease | -0.19% | -250 shares | -15K | $115.41 | 128.33K |
| Q2 2020 | share | Increase | +4.01% | 4.95K shares | 937K | $114.95 | 128.58K |
| Q1 2020 | share | Increase | +105.95% | 63.59K shares | 7.51M | $111.52 | 123.62K |
| Q4 2019 | share | Increase | 0.00% | 60.02K shares | 6.74M | $108.17 | 60.02K |