REGENT PEAK WEALTH ADVISORS LLC – iShares iBoxx $ Investment Grade Corporate Bond ETF Transaction History
REGENT PEAK WEALTH ADVISORS LLC portfolio value:
$276,000
portfolio value
REGENT PEAK WEALTH ADVISORS LLC quarter portfolio value change:
-6.89%
quarter
iShares iBoxx $ Investment Grade Corporate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +40.21% | 774 shares | 65K | $102.45 | 2.69K |
| Q2 2022 | share | Decrease | -25.73% | -667 shares | -102K | $110.03 | 1.92K |
| Q1 2022 | share | Decrease | -11.17% | -326 shares | -74K | $120.94 | 2.59K |
| Q4 2021 | share | Decrease | -13.92% | -472 shares | -64K | $132.72 | 2.91K |
| Q3 2021 | share | 0.00% | 0 shares | -10K | $132.28 | 3.39K | |
| Q2 2021 | share | Decrease | -17.44% | -716 shares | -72K | $132.88 | 3.39K |
| Q1 2021 | share | Decrease | -3.16% | -134 shares | -53K | $127.87 | 4.10K |
| Q4 2020 | share | Increase | +9.19% | 357 shares | 63K | $135.27 | 4.24K |
| Q3 2020 | share | Decrease | -4.66% | -190 shares | -25K | $130.83 | 3.88K |
| Q2 2020 | share | Decrease | -9.93% | -449 shares | -10K | $129.76 | 4.07K |
| Q1 2020 | share | Decrease | -14.08% | -741 shares | -115K | $118.27 | 4.52K |
| Q4 2019 | share | Increase | 0.00% | 5.26K shares | 673K | $121.9 | 5.26K |