PELOTON WEALTH STRATEGISTS – iShares iBonds Dec 2027 Term Corporate ETF Transaction History
PELOTON WEALTH STRATEGISTS portfolio value:
$4.15M
portfolio value
PELOTON WEALTH STRATEGISTS quarter portfolio value change:
-3.64%
quarter
iShares iBonds Dec 2027 Term Corporate ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.24% | 9K shares | 58K | $23 | 180.7K |
| Q2 2022 | share | Decrease | -6.79% | -12.5K shares | -496K | $23.87 | 171.7K |
| Q1 2022 | share | Increase | +17.93% | 28K shares | 445K | $24.94 | 184.2K |
| Q4 2021 | share | Decrease | -1.88% | -3K shares | -146K | $26.59 | 156.2K |
| Q3 2021 | share | Increase | +13.96% | 19.5K shares | 516K | $26.84 | 159.2K |
| Q2 2021 | share | Increase | +33.43% | 35K shares | 981K | $26.77 | 139.7K |
| Q1 2021 | share | Increase | +20.07% | 17.5K shares | 394K | $26.3 | 104.7K |
| Q4 2020 | share | Increase | +14.74% | 11.2K shares | 341K | $27.03 | 87.2K |
| Q3 2020 | share | Increase | +55.10% | 27K shares | 742K | $26.39 | 76K |
| Q2 2020 | share | Increase | +19.51% | 8K shares | 316K | $26.04 | 49K |
| Q1 2020 | share | Increase | +2.50% | 1K shares | -35K | $23.5 | 41K |
| Q4 2019 | share | Increase | +33.33% | 10K shares | 262K | $24.81 | 40K |
| Q3 2019 | share | Increase | +130.77% | 17K shares | 447K | $24.46 | 30K |
| Q2 2019 | share | Increase | 0.00% | 13K shares | 331K | $23.86 | 13K |