SUMMIT WEALTH & RETIREMENT PLANNING, INC. – iShares 1-3 Year Treasury Bond ETF Transaction History
SUMMIT WEALTH & RETIREMENT PLANNING, INC. portfolio value:
$10.02M
portfolio value
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 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 | Increase | +2517.58% | 118.72K shares | 9.63M | $81.21 | 123.44K |
| Q2 2022 | share | Decrease | -2.34% | -113 shares | -13K | $82.79 | 4.71K |
| Q1 2022 | share | Decrease | -11.85% | -649 shares | -66K | $83.35 | 4.82K |
| Q4 2021 | share | Increase | +9.56% | 478 shares | 38K | $85.55 | 5.47K |
| Q3 2021 | share | Decrease | -0.89% | -45 shares | -4K | $86.08 | 5K |
| Q2 2021 | share | Increase | +2.17% | 107 shares | 9K | $86.05 | 5.04K |
| Q1 2021 | share | Increase | +24.67% | 977 shares | 84K | $86.1 | 4.93K |
| Q4 2020 | share | Increase | +4.90% | 185 shares | 15K | $86.17 | 3.96K |
| Q3 2020 | share | Increase | +3.76% | 137 shares | 12K | $86.16 | 3.77K |
| Q2 2020 | share | Decrease | -18.86% | -846 shares | -74K | $86.1 | 3.63K |
| Q1 2020 | share | Increase | +0.11% | 5 shares | 10K | $85.91 | 4.48K |
| Q4 2019 | share | Increase | +21.61% | 796 shares | 67K | $83.64 | 4.48K |
| Q3 2019 | share | Increase | +5.83% | 203 shares | 17K | $83.29 | 3.68K |
| Q2 2019 | share | Increase | 0.00% | 3.48K shares | 295K | $82.8 | 3.48K |