BERNARDO WEALTH PLANNING LLC – iShares 1-5 Year Investment Grade Corporate Bond ETF Transaction History
BERNARDO WEALTH PLANNING LLC portfolio value:
$1.30M
portfolio value
BERNARDO 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 | -7.95% | -2.30K shares | -162K | $49.28 | 26.70K |
| Q2 2022 | share | Decrease | -7.07% | -2.20K shares | -148K | $50.55 | 29.01K |
| Q1 2022 | share | 0.00% | 0 shares | 0 | $51.72 | 113.99K | |
| Q4 2021 | share | Decrease | -18.85% | -26.47K shares | -1.53M | $53.9 | 113.99K |
| Q3 2021 | share | Increase | +1.62% | 2.24K shares | 99K | $54.35 | 140.46K |
| Q2 2021 | share | Increase | +53.88% | 48.39K shares | 2.66M | $54.31 | 138.21K |
| Q1 2021 | share | Increase | +1.89% | 1.66K shares | 48K | $53.96 | 89.82K |
| Q4 2020 | share | Increase | +43.93% | 26.90K shares | 1.5M | $54.26 | 88.15K |
| Q3 2020 | share | Increase | +38.61% | 17.06K shares | 946K | $53.61 | 61.25K |
| Q2 2020 | share | Increase | 0.00% | 44.18K shares | 2.41M | $53.13 | 44.18K |