TRADITION WEALTH MANAGEMENT, LLC – iShares iBonds Dec 2024 Term Muni Bond ETF Transaction History
TRADITION WEALTH MANAGEMENT, LLC portfolio value:
$545,000
portfolio value
TRADITION WEALTH MANAGEMENT, LLC quarter portfolio value change:
-1.90%
quarter
iShares iBonds Dec 2024 Term Muni Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.03% | 6 shares | -11K | $25.51 | 21.37K |
| Q2 2022 | share | Increase | +909.74% | 19.25K shares | 501K | $26 | 21.36K |
| Q1 2022 | share | Increase | +23.53% | 403 shares | 9K | $26 | 2.11K |
| Q4 2021 | share | Increase | +0.23% | 4 shares | 0 | $26.84 | 1.71K |
| Q3 2021 | share | Increase | +0.23% | 4 shares | 0 | $26.89 | 1.70K |
| Q1 2021 | share | Increase | +0.06% | 1 shares | 0 | $26.83 | 1.70K |
| Q4 2020 | share | Increase | 0.00% | 1.7K shares | 46K | $26.88 | 1.7K |