MCKINLEY CARTER WEALTH SERVICES, INC. – iShares Broad USD Investment Grade Corporate Bond ETF Transaction History
MCKINLEY CARTER WEALTH SERVICES, INC. portfolio value:
$10.28M
portfolio value
MCKINLEY CARTER WEALTH SERVICES, INC. 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 | Increase | +1.87% | 3.92K shares | -425K | $48.05 | 214.01K |
| Q2 2022 | share | Increase | +7.22% | 14.15K shares | -76K | $50.97 | 210.09K |
| Q1 2022 | share | Increase | +13.17% | 22.8K shares | 441K | $55.04 | 195.93K |
| Q4 2021 | share | Increase | +16.24% | 24.18K shares | 1.39M | $59.83 | 173.13K |
| Q3 2021 | share | Increase | +5.78% | 8.13K shares | 420K | $59.78 | 148.95K |
| Q2 2021 | share | Increase | +6.18% | 8.19K shares | 702K | $59.92 | 140.81K |
| Q1 2021 | share | Increase | +2712.13% | 127.90K shares | 7.53M | $58.05 | 132.62K |
| Q4 2020 | share | Increase | 0.00% | 4.71K shares | 292K | $60.68 | 4.71K |