CFM WEALTH PARTNERS LLC – iShares 1-5 Year Investment Grade Corporate Bond ETF Transaction History
CFM WEALTH PARTNERS LLC portfolio value:
$696,000
portfolio value
CFM WEALTH PARTNERS LLC quarter portfolio value change:
-2.51%
quarter
iShares 1-5 Year Investment Grade Corporate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -18K | $49.28 | 14.12K | |
| Q2 2022 | share | 0.00% | 0 shares | 183K | $50.55 | 14.12K | |
| Q1 2022 | share | Decrease | -0.04% | -6 shares | -229K | $51.72 | 14.12K |
| Q4 2021 | share | Increase | +10.19% | 1.30K shares | 60K | $53.9 | 14.13K |
| Q3 2021 | share | 0.00% | 0 shares | -3K | $54.35 | 12.82K | |
| Q2 2021 | share | 0.00% | 0 shares | 2K | $54.31 | 12.82K | |
| Q1 2021 | share | 0.00% | 0 shares | -7K | $53.96 | 12.82K | |
| Q4 2020 | share | Increase | +7.95% | 945 shares | 56K | $54.26 | 12.82K |
| Q3 2020 | share | Increase | +54.29% | 4.18K shares | 231K | $53.61 | 11.88K |
| Q2 2020 | share | 0.00% | 0 shares | 18K | $53.13 | 7.7K | |
| Q1 2020 | share | 0.00% | 0 shares | -11K | $50.52 | 7.7K | |
| Q4 2019 | share | Increase | 0.00% | 7.7K shares | 414K | $51.49 | 7.7K |