CAROLINA WEALTH ADVISORS, LLC – iShares 10+ Year Investment Grade Corporate Bond ETF Transaction History
CAROLINA WEALTH ADVISORS, LLC portfolio value:
$3.66M
portfolio value
CAROLINA WEALTH ADVISORS, LLC quarter portfolio value change:
-9.53%
quarter
iShares 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 | +2.58% | 1.91K shares | -285K | $48.23 | 76.08K |
| Q2 2022 | share | Increase | +16.99% | 10.77K shares | 60K | $53.31 | 74.16K |
| Q1 2022 | share | Increase | +5.39% | 3.24K shares | -290K | $61.42 | 63.39K |
| Q4 2021 | share | Increase | +7.32% | 4.10K shares | 300K | $69.7 | 60.15K |
| Q3 2021 | share | Increase | +1.87% | 1.03K shares | 21K | $68.75 | 56.05K |
| Q2 2021 | share | Increase | +9.45% | 4.75K shares | 511K | $69.12 | 55.02K |
| Q1 2021 | share | Increase | +4.22% | 2.03K shares | -170K | $65.1 | 50.27K |
| Q4 2020 | share | Increase | +5.13% | 2.35K shares | 291K | $70.93 | 48.23K |
| Q3 2020 | share | Increase | +6.68% | 2.87K shares | 219K | $67.69 | 45.88K |
| Q2 2020 | share | Increase | +0.76% | 326 shares | 296K | $66.79 | 43.01K |
| Q1 2020 | share | Decrease | -29.07% | -17.49K shares | -1.29M | $60.1 | 42.68K |
| Q4 2019 | share | Increase | 0.00% | 60.17K shares | 4.01M | $62.6 | 60.17K |