SELECTIVE WEALTH MANAGEMENT, INC. – iShares iBoxx $ Investment Grade Corporate Bond ETF Transaction History
SELECTIVE WEALTH MANAGEMENT, INC. portfolio value:
$784,000
portfolio value
SELECTIVE WEALTH MANAGEMENT, INC. quarter portfolio value change:
-6.89%
quarter
iShares iBoxx $ Investment Grade Corporate Bond ETF 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Decrease | -7.25% | -598 shares | -123K | $102.45 | 7.64K |
Q2 2022 | share | Increase | +31.10% | 1.95K shares | 146K | $110.03 | 8.24K |
Q1 2022 | share | Increase | +1310.31% | 5.84K shares | 702K | $120.94 | 6.29K |
Q4 2021 | share | Increase | +61.59% | 170 shares | 22K | $132.72 | 446 |
Q3 2021 | share | Increase | +645.95% | 239 shares | 32K | $132.28 | 276 |
Q2 2021 | share | Increase | 0.00% | 37 shares | 5K | $132.88 | 37 |
Q3 2020 | share | Decrease | -100.00% | -271 shares | -37K | $130.83 | 0 |
Q2 2020 | share | Increase | +77.12% | 118 shares | 18K | $129.76 | 271 |
Q1 2020 | share | 0.00% | 0 shares | -1K | $118.27 | 153 | |
Q4 2019 | share | 0.00% | 0 shares | 0 | $121.9 | 153 | |
Q3 2019 | share | Increase | 0.00% | 153 shares | 20K | $120.15 | 153 |