9258 WEALTH MANAGEMENT, LLC – iShares 0-5 Year Investment Grade Corporate Bond ETF Transaction History
9258 WEALTH MANAGEMENT, LLC portfolio value:
$402,000
portfolio value
9258 WEALTH MANAGEMENT, LLC quarter portfolio value change:
-2.19%
quarter
iShares 0-5 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 | -23.98% | -2.67K shares | -139K | $47.4 | 8.48K |
| Q2 2022 | share | Decrease | -13.81% | -1.78K shares | -98K | $48.46 | 11.16K |
| Q1 2022 | share | Increase | +0.02% | 3 shares | -22K | $49.36 | 12.95K |
| Q4 2021 | share | Increase | +9.19% | 1.09K shares | 48K | $51.07 | 12.94K |
| Q3 2021 | share | Increase | +35.52% | 3.10K shares | 159K | $51.43 | 11.85K |
| Q2 2021 | share | Increase | 0.00% | 8.75K shares | 454K | $51.4 | 8.75K |