BAKER TILLY WEALTH MANAGEMENT, LLC – Schwab U.S. Aggregate Bond ETF Transaction History
BAKER TILLY WEALTH MANAGEMENT, LLC portfolio value:
$970,000
portfolio value
BAKER TILLY WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.35%
quarter
Schwab U.S. Aggregate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -7.37% | -1.70K shares | -137K | $45.31 | 21.41K |
| Q2 2022 | share | Increase | +1.77% | 403 shares | -42K | $47.87 | 23.12K |
| Q1 2022 | share | Increase | 0.00% | 22.71K shares | 1.14M | $50.57 | 22.71K |