Sonoma Private Wealth LLC Flexshares Tr Iboxx 3 Yr Targe Transaction History

Sonoma Private Wealth LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 12, 2024	SELL	$22.98 - $23.66 $85,003 - $87,518	-3,699 Reduced 20.25%	14,564 $344 Million
Q3 2023 Oct 30, 2023	SELL	$23.15 - $23.53 $176,449 - $179,345	-7,622 Reduced 29.45%	18,263 $424 Million
Q2 2023 Aug 14, 2023	SELL	$23.5 - $24.18 $74,542 - $76,698	-3,172 Reduced 10.92%	25,885 $609 Million
Q1 2023 May 10, 2023	SELL	$23.43 - $24.17 $246,577 - $254,365	-10,524 Reduced 26.59%	29,057 $702 Million
Q4 2022 Feb 13, 2023	BUY	$23.38 - $23.95 $925,403 - $947,964	39,581 New	39,581 $931 Million

105

69.2M

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