JOSEPH P. LUCIA & ASSOCIATES, LLC – iShares 1-3 Year Treasury Bond ETF Transaction History
JOSEPH P. LUCIA & ASSOCIATES, LLC portfolio value:
$426,000
portfolio value
JOSEPH P. LUCIA & ASSOCIATES, LLC 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 | +216.98% | 3.59K shares | 289K | $81.21 | 5.24K |
| Q2 2022 | share | Increase | +63.86% | 645 shares | 53K | $82.79 | 1.65K |
| Q1 2022 | share | Decrease | -63.34% | -1.74K shares | -152K | $83.35 | 1.01K |
| Q4 2021 | share | Decrease | -4.01% | -115 shares | -11K | $85.55 | 2.75K |
| Q3 2021 | share | Decrease | -19.74% | -706 shares | -61K | $86.08 | 2.87K |
| Q2 2021 | share | Increase | +6.24% | 210 shares | 18K | $86.05 | 3.57K |
| Q1 2021 | share | Increase | +2057.69% | 3.21K shares | 277K | $86.1 | 3.36K |
| Q4 2020 | share | Increase | 0.00% | 156 shares | 13K | $86.17 | 156 |
| Q2 2020 | share | 0.00% | 0 shares | 0 | $86.1 | 156 | |
| Q1 2020 | share | Increase | 0.00% | 156 shares | 14K | $85.91 | 156 |