GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. – iShares 0-5 Year Investment Grade Corporate Bond ETF Transaction History
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. portfolio value:
$6.8M
portfolio value
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. 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 | -11.60% | -18.81K shares | -1.06M | $47.4 | 143.45K |
| Q2 2022 | share | Increase | +11.81% | 17.14K shares | 700K | $48.46 | 162.27K |
| Q1 2022 | share | Increase | +10.75% | 14.09K shares | 475K | $49.36 | 145.12K |
| Q4 2021 | share | Increase | +11.04% | 13.02K shares | 590K | $51.07 | 131.03K |
| Q3 2021 | share | Increase | +15.45% | 15.79K shares | 801K | $51.43 | 118.01K |
| Q2 2021 | share | Increase | +7.00% | 6.69K shares | 352K | $51.4 | 102.21K |
| Q1 2021 | share | Increase | +14.69% | 12.23K shares | 597K | $51.15 | 95.52K |
| Q4 2020 | share | Increase | +3.03% | 2.44K shares | 135K | $51.43 | 83.29K |
| Q3 2020 | share | Increase | +3.40% | 2.66K shares | 139K | $50.97 | 80.84K |
| Q2 2020 | share | Increase | +7.89% | 5.71K shares | 442K | $50.68 | 78.18K |
| Q1 2020 | share | Decrease | -14.37% | -12.15K shares | -686K | $48.44 | 72.46K |
| Q4 2019 | share | Increase | +5.90% | 4.71K shares | 232K | $49.09 | 84.62K |
| Q3 2019 | share | Increase | +15.16% | 10.51K shares | 550K | $48.71 | 79.91K |
| Q2 2019 | share | Increase | +37.48% | 18.91K shares | 990K | $48.2 | 69.39K |
| Q1 2019 | share | Increase | +113.19% | 26.79K shares | 1.37M | $47.36 | 50.47K |
| Q4 2018 | share | Increase | 0.00% | 23.67K shares | 1.17M | $46.27 | 23.67K |