SUGARLOAF WEALTH MANAGEMENT, LLC – iShares 20+ Year Treasury Bond ETF Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$121,000
portfolio value
SUGARLOAF WEALTH MANAGEMENT, LLC quarter portfolio value change:
-10.81%
quarter
iShares 20+ Year Treasury Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +27.80% | 256 shares | 15K | $102.45 | 1.17K |
| Q2 2022 | share | Increase | 0.00% | 921 shares | 106K | $114.87 | 921 |
| Q1 2021 | share | Decrease | -100.00% | -742 shares | -117K | $133.86 | 0 |
| Q4 2020 | share | Increase | +47.81% | 240 shares | -22K | $155.51 | 742 |
| Q3 2020 | share | Decrease | -81.71% | -2.24K shares | -317K | $160.29 | 502 |
| Q2 2020 | share | Increase | 0.00% | 2.74K shares | 456K | $160.4 | 2.74K |
| Q1 2020 | share | Decrease | -100.00% | -3.28K shares | -445K | $160.78 | 0 |
| Q4 2019 | share | Increase | 0.00% | 3.28K shares | 445K | $131.62 | 3.28K |