HERITAGE WEALTH MANAGEMENT, LLC – iShares iBoxx $ High Yield Corporate Bond ETF Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$478,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-3.02%
quarter
iShares iBoxx $ High Yield Corporate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +96.89% | 3.29K shares | 227.43K | $71.39 | 6.70K |
| Q2 2022 | share | Increase | +284.20% | 2.51K shares | 177.56K | $73.61 | 3.40K |
| Q1 2022 | share | Increase | +151.70% | 534 shares | 42K | $82.29 | 886 |
| Q3 2021 | share | Decrease | -34.94% | -189 shares | -17K | $86.64 | 352 |
| Q2 2021 | share | Decrease | -38.31% | -336 shares | -28K | $86.34 | 541 |
| Q1 2021 | share | Increase | 0.00% | 877 shares | 76K | $84.64 | 877 |