OPTIMUM INVESTMENT ADVISORS – iShares 1-5 Year Investment Grade Corporate Bond ETF Transaction History
OPTIMUM INVESTMENT ADVISORS portfolio value:
$1.32M
portfolio value
OPTIMUM INVESTMENT ADVISORS quarter portfolio value change:
-2.51%
quarter
iShares 1-5 Year Investment Grade Corporate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.74% | -200 shares | -44K | $49.28 | 26.78K |
| Q2 2022 | share | Increase | +5.89% | 1.5K shares | 46K | $50.55 | 26.98K |
| Q1 2022 | share | Increase | +7.51% | 1.78K shares | 41K | $51.72 | 25.48K |
| Q4 2021 | share | Decrease | -2.68% | -652 shares | -54K | $53.9 | 23.70K |
| Q3 2021 | share | Decrease | -15.08% | -4.32K shares | -241K | $54.35 | 24.35K |
| Q2 2021 | share | Decrease | -18.82% | -6.65K shares | -360K | $54.31 | 28.68K |
| Q1 2021 | share | Increase | +34.92% | 9.14K shares | 487K | $53.96 | 35.33K |
| Q4 2020 | share | Increase | +9.40% | 2.25K shares | 131K | $54.26 | 26.18K |
| Q3 2020 | share | Decrease | -4.58% | -1.15K shares | -58K | $53.61 | 23.93K |
| Q2 2020 | share | Increase | +18.13% | 3.85K shares | 260K | $53.13 | 25.08K |
| Q1 2020 | share | Decrease | -6.60% | -1.5K shares | -107K | $50.52 | 21.23K |
| Q4 2019 | share | 0.00% | 0 shares | -1K | $51.49 | 22.73K | |
| Q3 2019 | share | Increase | +61.41% | 8.65K shares | 467K | $51.02 | 22.73K |
| Q2 2019 | share | Increase | +7.23% | 950 shares | 59K | $50.41 | 14.08K |
| Q1 2019 | share | Increase | +5.21% | 650 shares | 49K | $49.43 | 13.13K |
| Q4 2018 | share | Decrease | -49.78% | -12.37K shares | -644K | $48.07 | 12.48K |
| Q3 2018 | share | Decrease | -16.33% | -4.85K shares | -252K | $47.75 | 24.86K |
| Q2 2018 | share | Decrease | -16.99% | -6.08K shares | -317K | $47.48 | 29.71K |
| Q1 2018 | share | Decrease | -24.01% | -11.30K shares | -604K | $47.29 | 35.79K |
| Q4 2017 | share | Decrease | -18.87% | -10.95K shares | -596K | $47.48 | 47.10K |
| Q3 2017 | share | Decrease | -2.28% | -1.35K shares | -70K | $47.58 | 58.06K |
| Q2 2017 | share | Decrease | -15.62% | -11K shares | -577K | $47.36 | 59.41K |
| Q1 2017 | share | Decrease | -1.40% | -1K shares | -42K | $47.14 | 70.41K |
| Q4 2016 | share | Increase | +255.46% | 51.32K shares | 2.68M | $46.89 | 71.41K |
| Q3 2016 | share | Decrease | -1.64% | -334 shares | -21K | $47.02 | 20.09K |
| Q2 2016 | share | Decrease | -6.37% | -1.39K shares | -67K | $46.99 | 20.42K |
| Q1 2016 | share | Increase | +0.65% | 140 shares | 16K | $46.47 | 21.81K |