INSIGHT WEALTH STRATEGIES, LLC – iShares Core U.S. Aggregate Bond ETF Transaction History
INSIGHT WEALTH STRATEGIES, LLC portfolio value:
$366,000
portfolio value
INSIGHT WEALTH STRATEGIES, LLC quarter portfolio value change:
-5.25%
quarter
iShares Core U.S. Aggregate 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 | $96.34 | 3.60K | |
| Q2 2022 | share | Decrease | -8.65% | -341 shares | -56K | $101.68 | 3.60K |
| Q1 2022 | share | Increase | +8.33% | 303 shares | 7K | $107.1 | 3.94K |
| Q4 2021 | share | Decrease | -10.44% | -424 shares | -52K | $114.12 | 3.63K |
| Q3 2021 | share | Increase | +8.00% | 301 shares | 33K | $114.31 | 4.06K |
| Q2 2021 | share | Decrease | -9.81% | -409 shares | -41K | $114.32 | 3.76K |
| Q1 2021 | share | Decrease | -17.59% | -890 shares | -123K | $112.33 | 4.17K |
| Q4 2020 | share | Decrease | -2.18% | -113 shares | -13K | $116.25 | 5.06K |
| Q3 2020 | share | Decrease | -54.99% | -6.32K shares | -748K | $115.41 | 5.17K |
| Q2 2020 | share | Increase | +244.96% | 8.16K shares | 975K | $114.95 | 11.49K |
| Q1 2020 | share | Decrease | -68.00% | -7.07K shares | -786K | $111.52 | 3.33K |
| Q4 2019 | share | Increase | +468.29% | 8.57K shares | 963K | $108.17 | 10.41K |
| Q3 2019 | share | Decrease | -77.26% | -6.22K shares | -690K | $108.03 | 1.83K |
| Q2 2019 | share | Increase | 0.00% | 8.05K shares | 897K | $105.56 | 8.05K |