ONE CHARLES PRIVATE WEALTH SERVICES, LLC – iShares 3-7 Year Treasury Bond ETF Transaction History
ONE CHARLES PRIVATE WEALTH SERVICES, LLC portfolio value:
$3.46M
portfolio value
ONE CHARLES PRIVATE WEALTH SERVICES, LLC quarter portfolio value change:
-4.24%
quarter
iShares 3-7 Year Treasury Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +55.29% | 10.80K shares | 1.13M | $114.28 | 30.34K |
| Q2 2022 | share | Increase | 0.00% | 19.53K shares | 2.33M | $119.34 | 19.53K |
| Q1 2022 | share | Decrease | -100.00% | -11.91K shares | -1.53M | $122.05 | 0 |
| Q4 2021 | share | Increase | +12.17% | 1.29K shares | 151K | $128.71 | 11.91K |
| Q3 2021 | share | Increase | +16.33% | 1.49K shares | 191K | $129.94 | 10.62K |
| Q2 2021 | share | Increase | +293.37% | 6.81K shares | 890K | $130.07 | 9.13K |
| Q1 2021 | share | Increase | 0.00% | 2.32K shares | 302K | $129.2 | 2.32K |