HERITAGE WEALTH MANAGEMENT, LLC – iShares Interest Rate Hedged High Yield Bond ETF Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$1.24M
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
+0.77%
quarter
iShares Interest Rate Hedged High Yield Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +21.58% | 2.75K shares | 227.81K | $80.09 | 15.49K |
| Q2 2022 | share | Increase | +117.25% | 6.88K shares | 502.18K | $79.48 | 12.74K |
| Q1 2022 | share | Increase | +30.52% | 1.37K shares | 117K | $87.11 | 5.86K |
| Q3 2021 | share | Increase | +12.63% | 504 shares | 42K | $86.92 | 4.49K |
| Q2 2021 | share | Increase | +23.13% | 750 shares | 67K | $86.56 | 3.99K |
| Q1 2021 | share | Increase | 0.00% | 3.24K shares | 285K | $85.48 | 3.24K |