HERITAGE FINANCIAL SERVICES, LLC – iShares Core U.S. Aggregate Bond ETF Transaction History
HERITAGE FINANCIAL SERVICES, LLC portfolio value:
$2.62M
portfolio value
HERITAGE FINANCIAL SERVICES, 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 | -56.27% | -35.12K shares | -3.71M | $96.34 | 27.29K |
| Q2 2022 | share | Increase | 0.00% | 62.41K shares | 6.34M | $101.68 | 62.41K |