HERITAGE WEALTH MANAGEMENT, LLC – iShares 1-3 Year Treasury Bond ETF Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$894,000
portfolio value
HERITAGE WEALTH MANAGEMENT, 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 | +29.32% | 2.49K shares | 189.45K | $81.21 | 11.00K |
| Q2 2022 | share | Increase | 0.00% | 8.51K shares | 704.54K | $82.79 | 8.51K |
| Q3 2021 | share | Decrease | -100.00% | -59 shares | -5K | $86.08 | 0 |
| Q2 2021 | share | Decrease | -87.73% | -422 shares | -36K | $86.05 | 59 |
| Q1 2021 | share | Increase | 0.00% | 481 shares | 41K | $86.1 | 481 |