BERGANKDV WEALTH MANAGEMENT, LLC – iShares Broad USD Investment Grade Corporate Bond ETF Transaction History
BERGANKDV WEALTH MANAGEMENT, LLC portfolio value:
$2.75M
portfolio value
BERGANKDV WEALTH MANAGEMENT, LLC 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 | +4.29% | 2.35K shares | -48K | $48.05 | 57.28K |
| Q2 2022 | share | Increase | +38.80% | 15.35K shares | 622K | $50.97 | 54.92K |
| Q1 2022 | share | Decrease | -12.46% | -5.63K shares | -522K | $55.04 | 39.57K |
| Q4 2021 | share | Increase | +7.44% | 3.13K shares | 172K | $59.83 | 45.20K |
| Q3 2021 | share | Increase | +102.21% | 21.26K shares | 1.26M | $59.78 | 42.07K |
| Q2 2021 | share | Increase | +10.39% | 1.95K shares | 148K | $59.92 | 20.80K |
| Q1 2021 | share | Increase | 0.00% | 18.84K shares | 1.11M | $58.05 | 18.84K |