AJ WEALTH STRATEGIES, LLC – iShares 1-5 Year Investment Grade Corporate Bond ETF Transaction History
AJ WEALTH STRATEGIES, LLC portfolio value:
$5.61M
portfolio value
AJ WEALTH STRATEGIES, 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 | Decrease | -16.73% | -22.88K shares | -1.30M | $49.28 | 113.86K |
| Q2 2022 | share | Increase | 0.00% | 136.74K shares | 6.91M | $50.55 | 136.74K |
| Q3 2019 | share | Decrease | -100.00% | -16.41K shares | -877K | $51.02 | 0 |
| Q2 2019 | share | Increase | +72.96% | 6.92K shares | 376K | $50.41 | 16.41K |
| Q1 2019 | share | Increase | +87.96% | 4.44K shares | 240K | $49.43 | 9.49K |
| Q4 2018 | share | 0.00% | 0 shares | -1K | $48.07 | 5.05K | |
| Q3 2018 | share | 0.00% | 0 shares | 0 | $47.75 | 5.05K | |
| Q2 2018 | share | Decrease | -26.66% | -1.83K shares | -95K | $47.48 | 5.05K |
| Q1 2018 | share | Decrease | -45.48% | -5.74K shares | -303K | $47.29 | 6.88K |
| Q4 2017 | share | Decrease | -76.32% | -40.70K shares | -2.14M | $47.48 | 12.63K |
| Q3 2017 | share | Increase | +79.24% | 23.58K shares | 1.24M | $47.58 | 53.33K |
| Q2 2017 | share | 0.00% | 0 shares | 1K | $47.36 | 29.75K | |
| Q1 2017 | share | 0.00% | 0 shares | 5K | $47.14 | 29.75K | |
| Q4 2016 | share | Increase | 0.00% | 29.75K shares | 1.56M | $46.89 | 29.75K |