Principle Wealth Partners LLC Ishares U.S. Treasury Bond ETF Transaction History

Principle Wealth Partners LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 11, 2022	SELL	$26.24 - $26.74 $490,294 - $499,636	-18,685 Closed	0 $0
Q3 2021 Nov 16, 2021	SELL	$26.48 - $26.97 $47,346 - $48,222	-1,788 Reduced 8.73%	18,685 $496,000
Q2 2021 Aug 13, 2021	SELL	$26.19 - $26.61 $13,121 - $13,331	-501 Reduced 2.39%	20,473 $545,000
Q1 2021 May 18, 2021	SELL	$26.12 - $27.38 $589,058 - $617,473	-22,552 Reduced 51.81%	20,974 $549,000
Q4 2020 Feb 16, 2021	BUY	$27.24 - $27.93 $1.19 Million - $1.22 Million	43,526 New	43,526 $1.19 Million
Q3 2020 Nov 16, 2020	SELL	$27.84 - $28.3 $4,287 - $4,358	-154 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$27.57 - $28.24 $4,245 - $4,348	154 New	154 $4,000

749

992M

11.7K

619K

Get notified when there are updates to the investment portfolio of Principle Wealth Partners LLC, based on Form 13F filings with the SEC.

Stay updated on Principle Wealth Partners LLC with notifications on news.