Stonebridge Financial Planning Group, LLC Ishares Core U.S. Aggregate Bo Transaction History

Stonebridge Financial Planning Group, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 10, 2022	SELL	$106.1 - $113.3 $195,011 - $208,245	-1,838 Closed	0 $0
Q4 2021 Feb 02, 2022	BUY	$113.45 - $115.33 $113 - $115	1 Added 0.05%	1,838 $205,000
Q3 2021 Nov 08, 2021	SELL	$114.77 - $116.58 $34,201 - $34,740	-298 Reduced 13.96%	1,837 $210,000
Q2 2021 Jul 28, 2021	BUY	$113.78 - $115.33 $144,955 - $146,930	1,274 Added 147.97%	2,135 $247,000
Q1 2021 May 06, 2021	SELL	$113.42 - $118.04 $4,423 - $4,603	-39 Reduced 4.33%	861 $98,000
Q4 2020 Jan 27, 2021	BUY	$117.06 - $118.42 $4,799 - $4,855	41 Added 4.77%	900 $106,000
Q3 2020 Oct 26, 2020	SELL	$117.95 - $119.63 $58,857 - $59,695	-499 Reduced 36.75%	859 $101,000
Q2 2020 Jul 24, 2020	SELL	$114.73 - $118.21 $11,473 - $11,821	-100 Reduced 6.86%	1,358 $161,000
Q1 2020 Apr 15, 2020	BUY	$106.57 - $117.86 $16,838 - $18,621	158 Added 12.15%	1,458 $169,000
Q4 2019 Feb 07, 2020	BUY	$111.81 - $113.82 $145,353 - $147,966	1,300 New	1,300 $146,000

1,968

1.07B

115K

548K

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