HERITAGE WEALTH MANAGEMENT, LLC – iShares Short Maturity Bond ETF Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$1.55M
portfolio value
iShares Short Maturity Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +8.25% | 2.39K shares | 118.16K | $49.26 | 31.46K |
| Q2 2022 | share | Increase | +18.56% | 4.55K shares | 216.84K | $49.26 | 29.06K |
| Q1 2022 | share | Increase | +17.73% | 3.69K shares | 171K | $49.57 | 24.51K |
| Q3 2021 | share | Decrease | -0.50% | -105 shares | -6K | $50.05 | 20.82K |
| Q2 2021 | share | Increase | +5.44% | 1.08K shares | 54K | $49.99 | 20.92K |
| Q1 2021 | share | Increase | 0.00% | 19.84K shares | 996K | $49.91 | 19.84K |