TOTAL WEALTH PLANNING, LLC – iShares 1-5 Year Investment Grade Corporate Bond ETF Transaction History
TOTAL WEALTH PLANNING, LLC portfolio value:
$10.18M
portfolio value
TOTAL WEALTH PLANNING, 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 | -16.23% | -40.05K shares | -2.28M | $49.28 | 206.70K |
| Q2 2022 | share | Increase | +120.76% | 134.98K shares | 6.69M | $50.55 | 246.76K |
| Q1 2022 | share | Increase | 0.00% | 111.77K shares | 5.78M | $51.72 | 111.77K |