TRUE PRIVATE WEALTH ADVISORS – iShares 1-5 Year Investment Grade Corporate Bond ETF Transaction History
TRUE PRIVATE WEALTH ADVISORS portfolio value:
$230,000
portfolio value
TRUE PRIVATE WEALTH ADVISORS quarter portfolio value change:
-2.51%
quarter
iShares 1-5 Year Investment Grade Corporate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -5K | $49.28 | 4.66K | |
| Q2 2022 | share | Decrease | -7.62% | -385 shares | -23K | $50.55 | 4.66K |
| Q1 2022 | share | Decrease | -10.61% | -600 shares | -46K | $51.72 | 5.05K |
| Q4 2021 | share | Decrease | -73.64% | -15.79K shares | -867K | $53.9 | 5.65K |
| Q3 2021 | share | Decrease | -49.20% | -20.76K shares | -1.14M | $54.35 | 21.44K |
| Q2 2021 | share | Increase | +54.84% | 14.94K shares | 822K | $54.31 | 42.20K |
| Q1 2021 | share | Increase | +14.76% | 3.50K shares | 181K | $53.96 | 27.26K |
| Q4 2020 | share | Decrease | -21.45% | -6.48K shares | -350K | $54.26 | 23.75K |
| Q3 2020 | share | Decrease | -21.91% | -8.48K shares | -458K | $53.61 | 30.24K |
| Q2 2020 | share | Increase | +729.63% | 34.05K shares | 1.87M | $53.13 | 38.72K |
| Q1 2020 | share | Decrease | -9.38% | -483 shares | -32K | $50.52 | 4.66K |
| Q4 2019 | share | 0.00% | 0 shares | 0 | $51.49 | 5.15K | |
| Q3 2019 | share | 0.00% | 0 shares | 1K | $51.02 | 5.15K | |
| Q2 2019 | share | 0.00% | 0 shares | 3K | $50.41 | 5.15K | |
| Q1 2019 | share | 0.00% | 0 shares | 6K | $49.43 | 5.15K | |
| Q4 2018 | share | Decrease | -0.02% | -1 shares | -1.01K | $48.07 | 5.15K |
| Q3 2018 | share | Increase | +0.04% | 2 shares | 17 | $47.75 | 5.15K |
| Q2 2018 | share | Decrease | -31.06% | -2.32K shares | -120K | $47.48 | 5.15K |
| Q1 2018 | share | Decrease | -60.89% | -11.63K shares | -611K | $47.29 | 7.47K |
| Q4 2017 | share | 0.00% | 0 shares | -8K | $47.48 | 19.1K | |
| Q3 2017 | share | Increase | 0.00% | 19.1K shares | 1.00M | $47.58 | 19.1K |