PELOTON WEALTH STRATEGISTS – iShares 1-5 Year Investment Grade Corporate Bond ETF Transaction History
PELOTON WEALTH STRATEGISTS portfolio value:
$493,000
portfolio value
PELOTON WEALTH STRATEGISTS 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 | -16.37% | -1.95K shares | -111K | $49.28 | 9.99K |
| Q2 2022 | share | Decrease | -7.37% | -951 shares | -63K | $50.55 | 11.95K |
| Q1 2022 | share | Increase | +3.13% | 391 shares | -7K | $51.72 | 12.90K |
| Q4 2021 | share | Increase | +29.04% | 2.81K shares | 144K | $53.9 | 12.51K |
| Q3 2021 | share | Decrease | -11.82% | -1.29K shares | -73K | $54.35 | 9.69K |
| Q2 2021 | share | Increase | +23.44% | 2.08K shares | 116K | $54.31 | 10.99K |
| Q1 2021 | share | Increase | +5.96% | 501 shares | 23K | $53.96 | 8.90K |
| Q4 2020 | share | Increase | +20.71% | 1.44K shares | 82K | $54.26 | 8.40K |
| Q3 2020 | share | 0.00% | 0 shares | 1K | $53.61 | 6.96K | |
| Q2 2020 | share | Decrease | -5.45% | -401 shares | -5K | $53.13 | 6.96K |
| Q1 2020 | share | Increase | +67.78% | 2.97K shares | 151K | $50.52 | 7.36K |
| Q4 2019 | share | Decrease | -14.86% | -766 shares | -42K | $51.49 | 4.38K |
| Q3 2019 | share | Increase | +2.06% | 104 shares | 7K | $51.02 | 5.15K |
| Q2 2019 | share | 0.00% | 0 shares | 3K | $50.41 | 5.05K | |
| Q1 2019 | share | Increase | 0.00% | 5.05K shares | 267K | $49.43 | 5.05K |
| Q3 2018 | share | Decrease | -100.00% | -4.25K shares | -221K | $47.75 | 0 |
| Q2 2018 | share | 0.00% | 0 shares | 0 | $47.48 | 4.25K | |
| Q1 2018 | share | Increase | 0.00% | 4.25K shares | 221K | $47.29 | 4.25K |