INSIGHT WEALTH STRATEGIES, LLC – iShares Floating Rate Bond ETF Transaction History
INSIGHT WEALTH STRATEGIES, LLC portfolio value:
$22.57M
portfolio value
INSIGHT WEALTH STRATEGIES, LLC quarter portfolio value change:
+0.70%
quarter
iShares Floating Rate 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 | $50.27 | 452.28K | |
| Q2 2022 | share | Decrease | -1.69% | -7.75K shares | -663K | $49.92 | 452.28K |
| Q1 2022 | share | Increase | +2.16% | 9.71K shares | 396K | $50.52 | 460.03K |
| Q4 2021 | share | Increase | +1.30% | 5.79K shares | 245K | $50.7 | 450.32K |
| Q3 2021 | share | Decrease | -15.65% | -82.45K shares | -4.18M | $50.79 | 444.53K |
| Q2 2021 | share | Decrease | -1.66% | -8.87K shares | -429K | $50.72 | 526.99K |
| Q1 2021 | share | Increase | +11.90% | 56.97K shares | 2.92M | $50.62 | 535.86K |
| Q4 2020 | share | Increase | +5.34% | 24.27K shares | 1.23M | $50.52 | 478.88K |
| Q3 2020 | share | Decrease | -10.07% | -50.90K shares | -2.51M | $50.43 | 454.61K |
| Q2 2020 | share | Decrease | -0.76% | -3.87K shares | 746K | $50.2 | 505.52K |
| Q1 2020 | share | Increase | +1190.53% | 469.92K shares | 22.81M | $48.11 | 509.39K |
| Q4 2019 | share | Increase | +5.09% | 1.91K shares | 96K | $50.09 | 39.47K |
| Q3 2019 | share | Decrease | -8.72% | -3.58K shares | -182K | $49.73 | 37.56K |
| Q2 2019 | share | Decrease | -6.16% | -2.69K shares | -136K | $49.33 | 41.14K |
| Q1 2019 | share | Decrease | -88.72% | -344.75K shares | -17.33M | $48.94 | 43.84K |
| Q4 2018 | share | Increase | 0.00% | 388.60K shares | 19.57M | $48.18 | 388.60K |