ELK RIVER WEALTH MANAGEMENT, LLC – iShares Core U.S. Aggregate Bond ETF Transaction History
ELK RIVER WEALTH MANAGEMENT, LLC portfolio value:
$1.82M
portfolio value
ELK RIVER WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.25%
quarter
iShares Core U.S. Aggregate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.85% | 700 shares | -30K | $96.34 | 18.89K |
| Q2 2022 | share | Increase | +15.39% | 2.42K shares | 162K | $101.68 | 18.19K |
| Q1 2022 | share | Increase | +2.43% | 374 shares | -68K | $107.1 | 15.76K |
| Q4 2021 | share | Decrease | -3.12% | -495 shares | -68K | $114.12 | 15.39K |
| Q3 2021 | share | Decrease | -14.39% | -2.67K shares | -316K | $114.31 | 15.88K |
| Q2 2021 | share | Increase | +6.20% | 1.08K shares | 151K | $114.32 | 18.55K |
| Q1 2021 | share | Increase | +21.26% | 3.06K shares | 286K | $112.33 | 17.47K |
| Q4 2020 | share | Increase | 0.00% | 14.40K shares | 1.70M | $116.25 | 14.40K |