AVIDIAN WEALTH SOLUTIONS, LLC – iShares 5-10 Year Investment Grade Corporate Bond ETF Transaction History
AVIDIAN WEALTH SOLUTIONS, LLC portfolio value:
$823,000
portfolio value
AVIDIAN WEALTH SOLUTIONS, LLC quarter portfolio value change:
-5.44%
quarter
iShares 5-10 Year Investment Grade Corporate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +43.44% | 5.16K shares | 216K | $48.28 | 17.04K |
| Q2 2022 | share | Decrease | -7.54% | -969 shares | -98K | $51.06 | 11.88K |
| Q1 2022 | share | Increase | +17.93% | 1.95K shares | 59K | $54.87 | 12.85K |
| Q4 2021 | share | 0.00% | 0 shares | -8K | $59.34 | 10.89K | |
| Q3 2021 | share | Decrease | -25.56% | -3.74K shares | -232K | $59.59 | 10.89K |
| Q2 2021 | share | 0.00% | 0 shares | 19K | $59.72 | 14.63K | |
| Q1 2021 | share | Increase | 0.00% | 14.63K shares | 867K | $58.12 | 14.63K |
| Q4 2020 | share | Increase | +16.75% | 2.1K shares | 142K | $60.39 | 14.63K |
| Q3 2020 | share | Increase | +145.65% | 7.43K shares | 454K | $58.93 | 12.53K |
| Q2 2020 | share | Decrease | -80.77% | -21.43K shares | -1.14M | $58.14 | 5.10K |
| Q1 2020 | share | Increase | +166.98% | 16.59K shares | 881K | $52.46 | 26.53K |
| Q4 2019 | share | Increase | +53.32% | 3.45K shares | 200K | $55.08 | 9.94K |
| Q3 2019 | share | Increase | 0.00% | 6.48K shares | 376K | $54.43 | 6.48K |