SUREVEST, LLC – iShares 5-10 Year Investment Grade Corporate Bond ETF Transaction History
SUREVEST, LLC portfolio value:
$330,000
portfolio value
SUREVEST, 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 | Decrease | -9.94% | -754 shares | -57K | $48.28 | 6.83K |
| Q2 2022 | share | Decrease | -16.84% | -1.53K shares | -114K | $51.06 | 7.58K |
| Q1 2022 | share | Decrease | -80.00% | -36.49K shares | -2.20M | $54.87 | 9.12K |
| Q4 2021 | share | Decrease | -0.97% | -445 shares | -63K | $59.34 | 45.62K |
| Q3 2021 | share | Increase | +3.65% | 1.62K shares | 77K | $59.59 | 46.06K |
| Q2 2021 | share | Increase | +1.85% | 807 shares | 105K | $59.72 | 44.44K |
| Q1 2021 | share | Increase | +0.43% | 189 shares | -100K | $58.12 | 43.63K |
| Q4 2020 | share | Increase | +6.50% | 2.65K shares | 204K | $60.39 | 43.45K |
| Q3 2020 | share | Decrease | -3.21% | -1.35K shares | -64K | $58.93 | 40.8K |
| Q2 2020 | share | Increase | +6.34% | 2.51K shares | 368K | $58.14 | 42.15K |
| Q1 2020 | share | Increase | +777.75% | 35.12K shares | 1.91M | $52.46 | 39.63K |
| Q4 2019 | share | Increase | 0.00% | 4.51K shares | 262K | $55.08 | 4.51K |