LIBERTY WEALTH MANAGEMENT LLC – iShares 20+ Year Treasury Bond ETF Transaction History
LIBERTY WEALTH MANAGEMENT LLC portfolio value:
$4.58M
portfolio value
LIBERTY WEALTH MANAGEMENT LLC quarter portfolio value change:
-10.81%
quarter
iShares 20+ Year Treasury Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +11.07% | 4.46K shares | -168K | $102.45 | 44.73K |
| Q2 2022 | share | Increase | +63.68% | 15.67K shares | 1.58M | $114.87 | 40.27K |
| Q1 2022 | share | Increase | +58.27% | 9.06K shares | 864K | $132.08 | 24.60K |
| Q4 2021 | share | Decrease | -13.67% | -2.46K shares | -315K | $147.9 | 15.54K |
| Q3 2021 | share | Increase | +154.99% | 10.94K shares | 1.59M | $143.78 | 18.01K |
| Q2 2021 | share | Increase | +17.15% | 1.03K shares | 103K | $143.27 | 7.06K |
| Q1 2021 | share | 0.00% | 0 shares | 0 | $133.86 | 6.02K | |
| Q4 2020 | share | Decrease | -14.40% | -1.01K shares | -234K | $155.51 | 6.02K |
| Q3 2020 | share | Increase | +10.98% | 697 shares | 110K | $160.29 | 7.04K |
| Q2 2020 | share | Decrease | -30.71% | -2.81K shares | -480K | $160.4 | 6.34K |
| Q1 2020 | share | Increase | +9.23% | 774 shares | 384K | $160.78 | 9.15K |
| Q4 2019 | share | Increase | +17.24% | 1.23K shares | 113K | $131.62 | 8.38K |
| Q3 2019 | share | Increase | +50.85% | 2.41K shares | 393K | $138.06 | 7.15K |
| Q2 2019 | share | 0.00% | 0 shares | 31K | $127.42 | 4.74K | |
| Q1 2019 | share | Decrease | -82.61% | -22.52K shares | -2.71M | $120.54 | 4.74K |
| Q4 2018 | share | Increase | 0.00% | 27.26K shares | 3.31M | $115.34 | 27.26K |