MCKINLEY CARTER WEALTH SERVICES, INC. – iShares Core 1-5 Year USD Bond ETF Transaction History
MCKINLEY CARTER WEALTH SERVICES, INC. portfolio value:
$5.10M
portfolio value
MCKINLEY CARTER WEALTH SERVICES, INC. quarter portfolio value change:
-2.74%
quarter
iShares Core 1-5 Year USD Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.35% | 3.59K shares | 27K | $46.1 | 110.81K |
| Q2 2022 | share | Increase | +7.22% | 7.22K shares | 236K | $47.4 | 107.22K |
| Q1 2022 | share | Increase | +18.74% | 15.78K shares | 599K | $48.46 | 99.99K |
| Q4 2021 | share | Increase | +14.33% | 10.55K shares | 485K | $50.41 | 84.21K |
| Q3 2021 | share | Increase | +12.97% | 8.45K shares | 418K | $50.85 | 73.65K |
| Q2 2021 | share | Increase | +19.86% | 10.80K shares | 554K | $50.87 | 65.20K |
| Q1 2021 | share | Increase | 0.00% | 54.39K shares | 2.79M | $50.65 | 54.39K |