HERITAGE WEALTH MANAGEMENT, LLC – iShares U.S. Treasury Bond ETF Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$1.43M
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-4.77%
quarter
iShares U.S. Treasury Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -16.07% | -12.06K shares | -360.33K | $22.76 | 62.97K |
| Q2 2022 | share | Decrease | -4.27% | -3.34K shares | -159.66K | $23.9 | 75.03K |
| Q1 2022 | share | Decrease | -17.56% | -16.69K shares | -569K | $24.91 | 78.38K |
| Q3 2021 | share | Decrease | -22.41% | -27.45K shares | -737K | $26.47 | 95.08K |
| Q2 2021 | share | Decrease | -20.67% | -31.93K shares | -787K | $26.47 | 122.53K |
| Q1 2021 | share | Increase | 0.00% | 154.46K shares | 4.04M | $26 | 154.46K |