9258 WEALTH MANAGEMENT, LLC – iShares Core U.S. Aggregate Bond ETF Transaction History
9258 WEALTH MANAGEMENT, LLC portfolio value:
$10.68M
portfolio value
9258 WEALTH MANAGEMENT, 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 | Increase | +21.39% | 19.54K shares | 1.39M | $96.34 | 110.92K |
| Q2 2022 | share | Increase | +14.79% | 11.77K shares | 766K | $101.68 | 91.38K |
| Q1 2022 | share | Increase | +1.71% | 1.34K shares | -402K | $107.1 | 79.60K |
| Q4 2021 | share | Increase | +3.69% | 2.78K shares | 261K | $114.12 | 78.26K |
| Q3 2021 | share | Increase | +7.94% | 5.55K shares | 602K | $114.31 | 75.48K |
| Q2 2021 | share | Increase | +9.43% | 6.02K shares | 791K | $114.32 | 69.92K |
| Q1 2021 | share | Increase | +24.37% | 12.52K shares | 1.20M | $112.33 | 63.9K |
| Q4 2020 | share | Increase | +12.02% | 5.51K shares | 697K | $116.25 | 51.37K |
| Q3 2020 | share | Increase | +65.34% | 18.12K shares | 2.09M | $115.41 | 45.86K |
| Q2 2020 | share | Increase | +27.59% | 5.99K shares | 739K | $114.95 | 27.74K |
| Q1 2020 | share | Increase | +94.86% | 10.58K shares | 1.28M | $111.52 | 21.74K |
| Q4 2019 | share | Increase | 0.00% | 11.15K shares | 1.25M | $108.17 | 11.15K |
| Q3 2019 | share | Decrease | -100.00% | -2.48K shares | -276K | $108.03 | 0 |
| Q2 2019 | share | Increase | 0.00% | 2.48K shares | 276K | $105.56 | 2.48K |