HERITAGE WEALTH MANAGEMENT, LLC – iShares Broad USD High Yield Corporate Bond ETF Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$10.04M
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-2.89%
quarter
iShares Broad USD High Yield Corporate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.67% | 10.57K shares | 66.97K | $33.62 | 298.81K |
| Q2 2022 | share | Decrease | -0.88% | -2.57K shares | -1.32M | $34.62 | 288.24K |
| Q1 2022 | share | Increase | +31.60% | 69.82K shares | 2.13M | $38.86 | 290.81K |
| Q3 2021 | share | Increase | +19.67% | 36.31K shares | 1.46M | $40.99 | 220.99K |
| Q2 2021 | share | Increase | +48.79% | 60.55K shares | 2.59M | $40.71 | 184.67K |
| Q1 2021 | share | Increase | 0.00% | 124.11K shares | 5.11M | $39.67 | 124.11K |