LIBERTY WEALTH MANAGEMENT LLC – iShares U.S. Treasury Bond ETF Transaction History
LIBERTY WEALTH MANAGEMENT LLC portfolio value:
$11.60M
portfolio value
LIBERTY WEALTH MANAGEMENT LLC quarter portfolio value change:
-4.77%
quarter
iShares U.S. Treasury Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +52.11% | 174.65K shares | 3.60M | $22.76 | 509.82K |
| Q2 2022 | share | Decrease | -12.88% | -49.53K shares | -1.57M | $23.9 | 335.16K |
| Q1 2022 | share | Increase | +54.60% | 135.86K shares | 2.93M | $24.91 | 384.70K |
| Q4 2021 | share | Increase | +6.08% | 14.26K shares | 414K | $26.42 | 248.84K |
| Q3 2021 | share | Decrease | -19.64% | -57.33K shares | -1.53M | $26.47 | 234.57K |
| Q2 2021 | share | Increase | +16.68% | 41.73K shares | 977K | $26.47 | 291.91K |
| Q1 2021 | share | 0.00% | 0 shares | 0 | $26 | 250.18K | |
| Q4 2020 | share | Increase | +15.70% | 33.95K shares | 740K | $27 | 250.18K |
| Q3 2020 | share | Increase | +20.98% | 37.5K shares | 1.04M | $27.38 | 216.22K |
| Q2 2020 | share | Increase | +4.99% | 8.49K shares | 184K | $27.34 | 178.72K |
| Q1 2020 | share | Increase | +10.76% | 16.53K shares | 832K | $27.26 | 170.22K |
| Q4 2019 | share | Increase | +68.34% | 62.39K shares | 1.58M | $25.17 | 153.69K |
| Q3 2019 | share | Increase | +27.27% | 19.56K shares | 551K | $25.39 | 91.3K |
| Q2 2019 | share | Increase | +88.79% | 33.73K shares | 893K | $24.78 | 71.73K |
| Q1 2019 | share | Increase | +177.63% | 24.31K shares | 622K | $24.09 | 37.99K |
| Q4 2018 | share | Increase | 0.00% | 13.68K shares | 337K | $23.45 | 13.68K |