HERITAGE WEALTH MANAGEMENT, LLC – iShares 0-5 Year TIPS Bond ETF Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$576,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.25%
quarter
iShares 0-5 Year TIPS Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +86.76% | 2.78K shares | 250.41K | $96.11 | 5.99K |
| Q2 2022 | share | Increase | +60.10% | 1.20K shares | 115.59K | $101.43 | 3.21K |
| Q1 2022 | share | Increase | 0.00% | 2.00K shares | 210K | $104.94 | 2.00K |