CAROLINA WEALTH ADVISORS, LLC – iShares 5-10 Year Investment Grade Corporate Bond ETF Transaction History
CAROLINA WEALTH ADVISORS, LLC portfolio value:
$7.02M
portfolio value
CAROLINA WEALTH ADVISORS, LLC quarter portfolio value change:
-5.44%
quarter
iShares 5-10 Year Investment Grade Corporate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.59% | 3.66K shares | -217K | $48.28 | 145.50K |
| Q2 2022 | share | Increase | +8.87% | 11.55K shares | 93K | $51.06 | 141.83K |
| Q1 2022 | share | Increase | +3.94% | 4.93K shares | -281K | $54.87 | 130.28K |
| Q4 2021 | share | Increase | +23.23% | 23.63K shares | 1.32M | $59.34 | 125.35K |
| Q3 2021 | share | Increase | +2.13% | 2.12K shares | 81K | $59.59 | 101.72K |
| Q2 2021 | share | Increase | +8.88% | 8.12K shares | 610K | $59.72 | 99.60K |
| Q1 2021 | share | Increase | +2.93% | 2.60K shares | -73K | $58.12 | 91.47K |
| Q4 2020 | share | Increase | +13.69% | 10.70K shares | 738K | $60.39 | 88.86K |
| Q3 2020 | share | Increase | +8.00% | 5.79K shares | 383K | $58.93 | 78.16K |
| Q2 2020 | share | Increase | +1.69% | 1.20K shares | 461K | $58.14 | 72.37K |
| Q1 2020 | share | Decrease | -34.44% | -37.38K shares | -2.38M | $52.46 | 71.17K |
| Q4 2019 | share | Increase | 0.00% | 108.56K shares | 6.29M | $55.08 | 108.56K |