TRANSFORM WEALTH, LLC – iShares 1-3 Year Treasury Bond ETF Transaction History
TRANSFORM WEALTH, LLC portfolio value:
$645,000
portfolio value
TRANSFORM WEALTH, LLC quarter portfolio value change:
-1.91%
quarter
iShares 1-3 Year Treasury Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.12% | -256 shares | -34K | $81.21 | 7.94K |
| Q2 2022 | share | Decrease | -13.33% | -1.26K shares | -110K | $82.79 | 8.20K |
| Q1 2022 | share | Decrease | -6.49% | -657 shares | -77K | $83.35 | 9.46K |
| Q4 2021 | share | Increase | +0.54% | 54 shares | -1K | $85.55 | 10.12K |
| Q3 2021 | share | Increase | +80.78% | 4.49K shares | 387K | $86.08 | 10.06K |
| Q2 2021 | share | Increase | +58.95% | 2.06K shares | 178K | $86.05 | 5.56K |
| Q1 2021 | share | Increase | +2.40% | 82 shares | 6K | $86.1 | 3.50K |
| Q4 2020 | share | Decrease | -0.75% | -26 shares | -2K | $86.17 | 3.42K |
| Q3 2020 | share | Decrease | -30.69% | -1.52K shares | -133K | $86.16 | 3.44K |
| Q2 2020 | share | Decrease | -3.74% | -193 shares | -17K | $86.1 | 4.97K |
| Q1 2020 | share | Increase | +114.53% | 2.75K shares | 244K | $85.91 | 5.16K |
| Q4 2019 | share | Increase | 0.00% | 2.40K shares | 204K | $83.64 | 2.40K |
| Q3 2019 | share | Decrease | -55.43% | -3.05K shares | -260K | $83.29 | 2.45K |
| Q2 2019 | share | Increase | 0.00% | 5.51K shares | 468K | $82.8 | 5.51K |