LEGACY WEALTH PLANNING, LLC – iShares 1-5 Year Investment Grade Corporate Bond ETF Transaction History
LEGACY WEALTH PLANNING, LLC portfolio value:
$656,000
portfolio value
LEGACY WEALTH PLANNING, 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 | Decrease | -6.27% | -890 shares | -62K | $49.28 | 13.30K |
| Q2 2022 | share | Decrease | -11.12% | -1.77K shares | -108K | $50.55 | 14.19K |
| Q1 2022 | share | Increase | +32.96% | 3.95K shares | 179K | $51.72 | 15.96K |
| Q4 2021 | share | Decrease | -3.00% | -372 shares | -30K | $53.9 | 12.01K |
| Q3 2021 | share | Increase | +4.87% | 575 shares | 30K | $54.35 | 12.38K |
| Q2 2021 | share | Decrease | -6.37% | -803 shares | -43K | $54.31 | 11.80K |
| Q1 2021 | share | Increase | +17.84% | 1.90K shares | 100K | $53.96 | 12.61K |
| Q4 2020 | share | Decrease | -0.85% | -92 shares | -3K | $54.26 | 10.70K |
| Q3 2020 | share | Decrease | -20.18% | -2.72K shares | -147K | $53.61 | 10.79K |
| Q2 2020 | share | Decrease | -2.59% | -360 shares | 13K | $53.13 | 13.52K |
| Q1 2020 | share | Decrease | -4.34% | -630 shares | -51K | $50.52 | 13.88K |
| Q4 2019 | share | Increase | 0.00% | 14.51K shares | 778K | $51.49 | 14.51K |