CURI WEALTH MANAGEMENT, LLC – iShares Core U.S. Aggregate Bond ETF Transaction History
CURI WEALTH MANAGEMENT, LLC portfolio value:
$1.09M
portfolio value
CURI WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.25%
quarter
iShares Core U.S. Aggregate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +200.21% | 7.54K shares | 707K | $96.34 | 11.31K |
| Q2 2022 | share | Increase | +3.15% | 115 shares | -8K | $101.68 | 3.76K |
| Q1 2022 | share | Increase | +18.37% | 567 shares | 39K | $107.1 | 3.65K |
| Q4 2021 | share | Increase | +33.77% | 779 shares | 88K | $114.12 | 3.08K |
| Q3 2021 | share | Increase | 0.00% | 2.30K shares | 264K | $114.31 | 2.30K |
| Q4 2020 | share | Increase | 0.00% | 256 shares | 30K | $116.25 | 256 |