SUMMIT WEALTH & RETIREMENT PLANNING, INC. iShares 0-5 Year High Yield Corporate Bond ETF Transaction History

SUMMIT WEALTH & RETIREMENT PLANNING, INC. portfolio value:

$2.21M
portfolio value

SUMMIT WEALTH & RETIREMENT PLANNING, INC. quarter portfolio value change:

-1.50%
quarter

iShares 0-5 Year High Yield Corporate Bond ETF 13F transactions

Quarter Transaction type Change Relative change Absolute change Change value Avg. price Shares
Q3 2022 share Decrease -0.66% -365 shares -48K $39.94 55.32K
Q2 2022 share Decrease -1.34% -758 shares -224K $40.55 55.69K
Q1 2022 share Decrease -2.17% -1.25K shares -132K $43.96 56.45K
Q4 2021 share Decrease -5.26% -3.20K shares -169K $45.26 57.70K
Q3 2021 share Decrease -5.63% -3.63K shares -189K $45.17 60.90K
Q2 2021 share Increase +40.55% 18.61K shares 869K $45 64.53K
Q1 2021 share Increase +115.61% 24.62K shares 1.13M $44.21 45.91K
Q4 2020 share Increase +8.29% 1.63K shares 104K $43.48 21.29K
Q3 2020 share Increase 0.00% 19.66K shares 864K $41.34 19.66K
Q1 2020 share Decrease -100.00% -33.54K shares -1.55M $37.41 0
Q4 2019 share Increase +5.76% 1.82K shares 83K $42.15 33.54K
Q3 2019 share Decrease -0.41% -132 shares -13K $41.46 31.72K
Q2 2019 share Decrease -21.13% -8.53K shares -399K $41.1 31.85K
Q1 2019 share Increase +0.24% 96 shares 92K $40.56 40.38K
Q4 2018 share Increase 0.00% 40.29K shares 1.79M $38.34 40.29K