SUGARLOAF WEALTH MANAGEMENT, LLC – iShares Short Maturity Bond ETF Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$1.28M
portfolio value
iShares Short Maturity Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +65.15% | 6.29K shares | 810K | $49.26 | 15.94K |
| Q2 2022 | share | Increase | +72.26% | 4.05K shares | 198K | $49.26 | 9.65K |
| Q1 2022 | share | Decrease | -26.50% | -2.02K shares | -103K | $49.57 | 5.60K |
| Q4 2021 | share | Increase | +0.11% | 8 shares | -1K | $49.95 | 7.62K |
| Q3 2021 | share | Increase | +2.41% | 179 shares | 9K | $50.05 | 7.61K |
| Q2 2021 | share | Decrease | -0.36% | -27 shares | -2K | $49.99 | 7.43K |
| Q1 2021 | share | Decrease | -63.61% | -13.04K shares | -654K | $49.91 | 7.46K |
| Q4 2020 | share | Increase | +94.39% | 9.96K shares | 149K | $49.81 | 20.51K |
| Q3 2020 | share | Decrease | -56.96% | -13.96K shares | -346K | $49.59 | 10.55K |
| Q2 2020 | share | Increase | +23.71% | 4.7K shares | 265K | $49.33 | 24.51K |
| Q1 2020 | share | Increase | +291.14% | 14.75K shares | 706K | $47.59 | 19.81K |
| Q4 2019 | share | Increase | 0.00% | 5.06K shares | 255K | $49.13 | 5.06K |