LUMATURE WEALTH PARTNERS, LLC – iShares 1-5 Year Investment Grade Corporate Bond ETF Transaction History
LUMATURE WEALTH PARTNERS, LLC portfolio value:
$72,000
portfolio value
LUMATURE 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 | Decrease | -23.91% | -460 shares | -25K | $49.28 | 1.46K |
| Q2 2022 | share | Decrease | -14.37% | -323 shares | -19K | $50.55 | 1.92K |
| Q1 2022 | share | Increase | +5.84% | 124 shares | 2K | $51.72 | 2.24K |
| Q4 2021 | share | Decrease | -20.22% | -538 shares | -31K | $53.9 | 2.12K |
| Q3 2021 | share | Decrease | -11.45% | -344 shares | -20K | $54.35 | 2.66K |
| Q2 2021 | share | Increase | +2.42% | 71 shares | 5K | $54.31 | 3.00K |
| Q1 2021 | share | Decrease | -40.93% | -2.03K shares | -114K | $53.96 | 2.93K |
| Q4 2020 | share | Increase | 0.00% | 4.96K shares | 274K | $54.26 | 4.96K |