HERITAGE WEALTH MANAGEMENT, LLC – iShares Short Treasury Bond ETF Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$286,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-0.09%
quarter
iShares Short Treasury Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +29.80% | 596 shares | 65.8K | $110 | 2.59K |
| Q2 2022 | share | 0.00% | 0 shares | -800 | $110.1 | 2K | |
| Q1 2022 | share | 0.00% | 0 shares | 0 | $110.25 | 2K | |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $110.47 | 2K | |
| Q2 2021 | share | 0.00% | 0 shares | 0 | $110.49 | 2K | |
| Q1 2021 | share | Increase | 0.00% | 2K shares | 221K | $110.51 | 2K |