AVIDIAN WEALTH SOLUTIONS, LLC – iShares Broad USD Investment Grade Corporate Bond ETF Transaction History
AVIDIAN WEALTH SOLUTIONS, LLC portfolio value:
$21.67M
portfolio value
AVIDIAN WEALTH SOLUTIONS, LLC quarter portfolio value change:
-5.73%
quarter
iShares Broad USD Investment Grade Corporate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -4.79% | -22.71K shares | -2.47M | $48.05 | 451.03K |
| Q2 2022 | share | Decrease | -1.93% | -9.30K shares | -2.44M | $50.97 | 473.74K |
| Q1 2022 | share | Decrease | -4.90% | -24.88K shares | -3.75M | $55.04 | 483.05K |
| Q4 2021 | share | Increase | +0.81% | 4.06K shares | 61K | $59.83 | 507.93K |
| Q3 2021 | share | Increase | +4.44% | 21.42K shares | 1.05M | $59.78 | 503.87K |
| Q2 2021 | share | Increase | +6.08% | 27.64K shares | 2.38M | $59.92 | 482.44K |
| Q1 2021 | share | Increase | 0.00% | 454.80K shares | 26.85M | $58.05 | 454.80K |
| Q4 2020 | share | Increase | +45.69% | 101.51K shares | 6.55M | $60.68 | 323.70K |
| Q3 2020 | share | Increase | +155.20% | 135.12K shares | 8.24M | $58.97 | 222.19K |
| Q2 2020 | share | Increase | +288.12% | 64.63K shares | 4.00M | $58.23 | 87.06K |
| Q1 2020 | share | Increase | +279.51% | 16.52K shares | 912K | $53.56 | 22.43K |
| Q4 2019 | share | Increase | 0.00% | 5.91K shares | 345K | $55.44 | 5.91K |