CLEARVIEW WEALTH ADVISORS LLC – iShares Broad USD Investment Grade Corporate Bond ETF Transaction History
CLEARVIEW WEALTH ADVISORS LLC portfolio value:
$100,000
portfolio value
CLEARVIEW WEALTH ADVISORS LLC quarter portfolio value change:
-5.73%
quarter
iShares Broad USD Investment Grade Corporate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.07% | -66 shares | -10K | $48.05 | 2.08K |
| Q2 2022 | share | Increase | +0.66% | 14 shares | -8K | $50.97 | 2.15K |
| Q1 2022 | share | Decrease | -3.00% | -66 shares | -14K | $55.04 | 2.13K |
| Q4 2021 | share | Increase | +15.28% | 292 shares | 17K | $59.83 | 2.20K |
| Q3 2021 | share | Increase | +0.53% | 10 shares | 0 | $59.78 | 1.91K |
| Q2 2021 | share | Increase | +0.53% | 10 shares | 3K | $59.92 | 1.90K |
| Q1 2021 | share | Increase | +1104.46% | 1.73K shares | 102K | $58.05 | 1.89K |
| Q4 2020 | share | Increase | 0.00% | 157 shares | 10K | $60.68 | 157 |