TRADITION WEALTH MANAGEMENT, LLC – iShares ESG U.S. Aggregate Bond ETF Transaction History
TRADITION WEALTH MANAGEMENT, LLC portfolio value:
$228,000
portfolio value
TRADITION WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.11%
quarter
iShares ESG U.S. Aggregate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.02% | 1 shares | -12K | $46.44 | 4.90K |
| Q2 2022 | share | Increase | +2.10% | 101 shares | -8K | $48.94 | 4.90K |
| Q1 2022 | share | Increase | +15.91% | 659 shares | 19K | $51.64 | 4.80K |
| Q4 2021 | share | Increase | +502.03% | 3.45K shares | 191K | $54.93 | 4.14K |
| Q3 2021 | share | Increase | +27.41% | 148 shares | 8K | $54.98 | 688 |
| Q2 2021 | share | Increase | 0.00% | 540 shares | 30K | $55.03 | 540 |