BDO WEALTH ADVISORS, LLC – iShares 1-5 Year Investment Grade Corporate Bond ETF Transaction History
BDO WEALTH ADVISORS, LLC portfolio value:
$3.75M
portfolio value
BDO WEALTH ADVISORS, LLC 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 | 0 | $49.28 | 74.31K | |
| Q2 2022 | share | Decrease | -1.90% | -1.44K shares | -162K | $50.55 | 74.31K |
| Q1 2022 | share | Decrease | -1.60% | -1.22K shares | -230K | $51.72 | 75.75K |
| Q4 2021 | share | Decrease | -3.64% | -2.90K shares | -217K | $53.9 | 76.98K |
| Q3 2021 | share | Decrease | -0.85% | -685 shares | -51K | $54.35 | 79.88K |
| Q2 2021 | share | Increase | +0.21% | 167 shares | 19K | $54.31 | 80.57K |
| Q1 2021 | share | Decrease | -1.24% | -1.01K shares | -95K | $53.96 | 80.40K |
| Q4 2020 | share | Decrease | -1.41% | -1.16K shares | -42K | $54.26 | 81.41K |
| Q3 2020 | share | Increase | +0.25% | 205 shares | 27K | $53.61 | 82.57K |
| Q2 2020 | share | Decrease | -3.03% | -2.57K shares | 59K | $53.13 | 82.37K |
| Q1 2020 | share | Decrease | -16.20% | -16.42K shares | -988K | $50.52 | 84.94K |
| Q4 2019 | share | Decrease | -22.22% | -28.96K shares | -1.55M | $51.49 | 101.37K |
| Q3 2019 | share | Increase | +1.36% | 1.74K shares | 123K | $51.02 | 130.33K |
| Q2 2019 | share | Increase | +6.21% | 7.51K shares | 477K | $50.41 | 128.59K |
| Q1 2019 | share | Increase | +2.86% | 3.37K shares | 317K | $49.43 | 121.07K |
| Q4 2018 | share | Decrease | -26.63% | -42.72K shares | -2.23M | $48.07 | 117.70K |
| Q3 2018 | share | Decrease | -0.11% | -180 shares | -13K | $47.75 | 160.43K |
| Q2 2018 | share | Decrease | -2.67% | -4.4K shares | -236K | $47.48 | 160.61K |
| Q1 2018 | share | Increase | +0.29% | 470 shares | -37K | $47.29 | 165.01K |
| Q4 2017 | share | Increase | +22.85% | 30.6K shares | 1.54M | $47.48 | 164.54K |
| Q3 2017 | share | Decrease | -0.45% | -600 shares | -29K | $47.58 | 133.94K |
| Q2 2017 | share | Increase | 0.00% | 134.54K shares | 7.08M | $47.36 | 134.54K |