HERITAGE WEALTH MANAGEMENT, LLC – iShares 7-10 Year Treasury Bond ETF Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$258,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-6.17%
quarter
iShares 7-10 Year Treasury Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.63% | -101 shares | -26.80K | $95.99 | 2.68K |
| Q2 2022 | share | Decrease | -12.20% | -387 shares | -56.19K | $102.3 | 2.78K |
| Q1 2022 | share | Decrease | -8.54% | -296 shares | -58K | $107.47 | 3.17K |
| Q3 2021 | share | Decrease | -5.17% | -189 shares | -23K | $114.97 | 3.46K |
| Q2 2021 | share | Increase | 0.00% | 3.65K shares | 422K | $115.01 | 3.65K |