YORKBRIDGE WEALTH PARTNERS, LLC – iShares Short Maturity Bond ETF Transaction History
YORKBRIDGE WEALTH PARTNERS, LLC portfolio value:
$861,000
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 | Decrease | -4.08% | -744 shares | -36K | $49.26 | 17.46K |
| Q2 2022 | share | Increase | +2.38% | 423 shares | 15K | $49.26 | 18.21K |
| Q1 2022 | share | Increase | +0.41% | 73 shares | -3K | $49.57 | 17.79K |
| Q4 2021 | share | Increase | +9.88% | 1.59K shares | 77K | $49.95 | 17.71K |
| Q3 2021 | share | Increase | +8.89% | 1.31K shares | 65K | $50.05 | 16.12K |
| Q2 2021 | share | Decrease | -10.41% | -1.72K shares | -87K | $49.99 | 14.80K |
| Q1 2021 | share | Decrease | -42.15% | -12.04K shares | -603K | $49.91 | 16.52K |
| Q4 2020 | share | Decrease | -6.31% | -1.92K shares | -95K | $49.81 | 28.56K |
| Q3 2020 | share | Decrease | -5.91% | -1.91K shares | -93K | $49.59 | 30.49K |
| Q2 2020 | share | Decrease | -0.33% | -107 shares | 44K | $49.33 | 32.40K |
| Q1 2020 | share | Decrease | -48.94% | -31.16K shares | -1.62M | $47.59 | 32.51K |
| Q4 2019 | share | Decrease | -29.22% | -26.28K shares | -1.32M | $49.13 | 63.68K |
| Q3 2019 | share | Increase | +10.51% | 8.55K shares | 431K | $48.81 | 89.97K |
| Q2 2019 | share | Decrease | -15.43% | -14.85K shares | -739K | $48.47 | 81.41K |
| Q1 2019 | share | Increase | +13.57% | 11.50K shares | 611K | $48.04 | 96.27K |
| Q4 2018 | share | Decrease | -2.05% | -1.77K shares | -109K | $47.44 | 84.77K |
| Q3 2018 | share | Increase | +9.43% | 7.46K shares | 368K | $47.38 | 86.54K |
| Q2 2018 | share | Increase | +23.63% | 15.11K shares | 762K | $47.08 | 79.08K |
| Q1 2018 | share | Increase | +73.39% | 27.07K shares | 1.35M | $46.82 | 63.96K |
| Q4 2017 | share | Increase | +61383.33% | 36.83K shares | 1.84M | $46.65 | 36.89K |
| Q3 2017 | share | 0.00% | 0 shares | 0 | $46.56 | 60 | |
| Q2 2017 | share | Increase | +22.45% | 11 shares | 1K | $46.35 | 60 |
| Q1 2017 | share | Increase | 0.00% | 49 shares | 2K | $46.16 | 49 |