HERITAGE WEALTH MANAGEMENT, LLC – iShares 1-5 Year Investment Grade Corporate Bond ETF Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$2.60M
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-2.51%
quarter
iShares 1-5 Year Investment Grade Corporate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +11.39% | 5.40K shares | 205.95K | $49.28 | 52.84K |
| Q2 2022 | share | Decrease | -0.37% | -178 shares | -64.95K | $50.55 | 47.43K |
| Q1 2022 | share | Increase | +18.17% | 7.32K shares | 261K | $51.72 | 47.61K |
| Q3 2021 | share | Decrease | -4.43% | -1.87K shares | -109K | $54.35 | 40.29K |
| Q2 2021 | share | Decrease | -11.64% | -5.55K shares | -298K | $54.31 | 42.16K |
| Q1 2021 | share | Increase | 0.00% | 47.71K shares | 2.60M | $53.96 | 47.71K |