Wealth Plan Investment Management, LLC Ishares U.S. Treasury Bond ETF Transaction History

Wealth Plan Investment Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 09, 2023	BUY	$21.99 - $23.01 $293,720 - $307,344	13,357 New	13,357 $294,000
Q4 2022 Feb 15, 2023	SELL	$22.18 - $23.3 $502,487 - $527,861	-22,655 Reduced 57.43%	16,790 $381,000
Q3 2022 Dec 12, 2022	SELL	$22.58 - $24.36 $435,432 - $469,758	-19,284 Reduced 32.84%	39,445 $919,000
Q1 2022 Sep 07, 2022	BUY	$24.71 - $26.22 $1.45 Million - $1.54 Million	58,729 New	58,729 $1.42 Million

747

995M

11.7K

619K

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