TRADITION WEALTH MANAGEMENT, LLC – iShares ESG 1-5 Year USD Corporate Bond ETF Transaction History
TRADITION WEALTH MANAGEMENT, LLC portfolio value:
$351,000
portfolio value
TRADITION WEALTH MANAGEMENT, LLC quarter portfolio value change:
-2.49%
quarter
iShares ESG 1-5 Year USD Corporate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.67% | 99 shares | -7K | $23.49 | 14.94K |
| Q2 2022 | share | Decrease | -2.38% | -362 shares | -17K | $24.09 | 14.85K |
| Q1 2022 | share | Increase | +15.34% | 2.02K shares | 37K | $24.63 | 15.21K |
| Q4 2021 | share | Increase | +503.89% | 11.00K shares | 281K | $25.66 | 13.18K |
| Q3 2021 | share | Increase | +27.72% | 474 shares | 12K | $25.87 | 2.18K |
| Q2 2021 | share | Increase | 0.00% | 1.71K shares | 45K | $25.86 | 1.71K |