LYELL WEALTH MANAGEMENT, LP – iShares Broad USD Investment Grade Corporate Bond ETF Transaction History
LYELL WEALTH MANAGEMENT, LP portfolio value:
$955,000
portfolio value
LYELL WEALTH MANAGEMENT, LP 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 | Decrease | -10.62% | -2.36K shares | -178K | $48.05 | 19.87K |
| Q2 2022 | share | Increase | +12.96% | 2.55K shares | 50K | $50.97 | 22.23K |
| Q1 2022 | share | Increase | +9.33% | 1.68K shares | 8K | $55.04 | 19.68K |
| Q4 2021 | share | Increase | +32.16% | 4.38K shares | 256K | $59.83 | 18K |
| Q3 2021 | share | 0.00% | 0 shares | -6K | $59.78 | 13.62K | |
| Q2 2021 | share | Decrease | -4.22% | -600 shares | -15K | $59.92 | 13.62K |
| Q1 2021 | share | Increase | +40.79% | 4.12K shares | 214K | $58.05 | 14.22K |
| Q4 2020 | share | Increase | 0.00% | 10.1K shares | 626K | $60.68 | 10.1K |