MCKINLEY CARTER WEALTH SERVICES, INC. – iShares 3-7 Year Treasury Bond ETF Transaction History
MCKINLEY CARTER WEALTH SERVICES, INC. portfolio value:
$1.26M
portfolio value
MCKINLEY CARTER WEALTH SERVICES, INC. quarter portfolio value change:
-4.24%
quarter
iShares 3-7 Year Treasury Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -12.41% | -1.56K shares | -243K | $114.28 | 11.07K |
| Q2 2022 | share | Decrease | -11.99% | -1.72K shares | -245K | $119.34 | 12.64K |
| Q1 2022 | share | Decrease | -23.88% | -4.50K shares | -675K | $122.05 | 14.36K |
| Q4 2021 | share | Decrease | -2.85% | -554 shares | -100K | $128.71 | 18.87K |
| Q3 2021 | share | Decrease | -15.65% | -3.60K shares | -478K | $129.94 | 19.42K |
| Q2 2021 | share | Decrease | -17.58% | -4.91K shares | -624K | $130.07 | 23.03K |
| Q1 2021 | share | Increase | +78.26% | 12.27K shares | 1.54M | $129.2 | 27.94K |
| Q4 2020 | share | Increase | 0.00% | 15.67K shares | 2.08M | $132.11 | 15.67K |