HERITAGE WEALTH MANAGEMENT, LLC – iShares Core Total USD Bond Market ETF Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$190,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-4.96%
quarter
iShares Core Total USD Bond Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +11.38% | 437 shares | 10.16K | $44.5 | 4.27K |
| Q2 2022 | share | Increase | +15.94% | 528 shares | 15.83K | $46.82 | 3.84K |
| Q1 2022 | share | Increase | +27.92% | 723 shares | 26K | $49.63 | 3.31K |
| Q3 2021 | share | Increase | +250.47% | 1.85K shares | 98K | $53.01 | 2.59K |
| Q2 2021 | share | Increase | 0.00% | 739 shares | 40K | $53.03 | 739 |