BDO WEALTH ADVISORS, LLC – iShares 0-5 Year Investment Grade Corporate Bond ETF Transaction History
BDO WEALTH ADVISORS, LLC portfolio value:
$751,000
portfolio value
BDO WEALTH ADVISORS, LLC quarter portfolio value change:
-2.19%
quarter
iShares 0-5 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 | $47.4 | 15.5K | |
| Q2 2022 | share | 0.00% | 0 shares | -14K | $48.46 | 15.5K | |
| Q1 2022 | share | Decrease | -11.43% | -2K shares | -128K | $49.36 | 15.5K |
| Q4 2021 | share | Decrease | -0.57% | -100 shares | -17K | $51.07 | 17.5K |
| Q3 2021 | share | 0.00% | 0 shares | -2K | $51.43 | 17.6K | |
| Q2 2021 | share | 0.00% | 0 shares | 1K | $51.4 | 17.6K | |
| Q1 2021 | share | Decrease | -3.30% | -600 shares | -39K | $51.15 | 17.6K |
| Q4 2020 | share | Decrease | -2.93% | -550 shares | -27K | $51.43 | 18.2K |
| Q3 2020 | share | Decrease | -1.32% | -250 shares | -13K | $50.97 | 18.75K |
| Q2 2020 | share | Decrease | -0.52% | -100 shares | 32K | $50.68 | 19K |
| Q1 2020 | share | Decrease | -5.49% | -1.11K shares | -74K | $48.44 | 19.1K |
| Q4 2019 | share | Increase | +0.05% | 10 shares | -1K | $49.09 | 20.21K |
| Q3 2019 | share | 0.00% | 0 shares | 3K | $48.71 | 20.2K | |
| Q2 2019 | share | 0.00% | 0 shares | 11K | $48.2 | 20.2K | |
| Q1 2019 | share | 0.00% | 0 shares | 18K | $47.36 | 20.2K | |
| Q4 2018 | share | Increase | 0.00% | 20.2K shares | 1.00M | $46.27 | 20.2K |