SUMMIT PLACE FINANCIAL ADVISORS, LLC – iShares Floating Rate Bond ETF Transaction History
SUMMIT PLACE FINANCIAL ADVISORS, LLC portfolio value:
$969,000
portfolio value
SUMMIT PLACE FINANCIAL ADVISORS, LLC quarter portfolio value change:
+0.70%
quarter
iShares Floating Rate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.74% | -750 shares | -31K | $50.27 | 19.28K |
| Q2 2022 | share | Decrease | -38.33% | -12.45K shares | -641K | $49.92 | 20.03K |
| Q1 2022 | share | Increase | +224.80% | 22.48K shares | 1.13M | $50.52 | 32.48K |
| Q4 2021 | share | Increase | 0.00% | 10K shares | 507K | $50.7 | 10K |