HERITAGE WEALTH MANAGEMENT, LLC – iShares 0-5 Year Investment Grade Corporate Bond ETF Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$2.39M
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-2.19%
quarter
iShares 0-5 Year Investment Grade Corporate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +12.95% | 5.78K shares | 227.35K | $47.4 | 50.49K |
| Q2 2022 | share | Decrease | -17.17% | -9.27K shares | -497.35K | $48.46 | 44.71K |
| Q1 2022 | share | Increase | +31.52% | 12.93K shares | 543K | $49.36 | 53.98K |
| Q3 2021 | share | Increase | +12.19% | 4.46K shares | 225K | $51.43 | 41.04K |
| Q2 2021 | share | Increase | +25.43% | 7.41K shares | 386K | $51.4 | 36.58K |
| Q1 2021 | share | Increase | 0.00% | 29.16K shares | 1.51M | $51.15 | 29.16K |