CURI WEALTH MANAGEMENT, LLC – iShares Aaa - A Rated Corporate Bond ETF Transaction History
CURI WEALTH MANAGEMENT, LLC portfolio value:
$17.49M
portfolio value
CURI WEALTH MANAGEMENT, LLC quarter portfolio value change:
-6.01%
quarter
iShares Aaa - A Rated Corporate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +32.38% | 94.28K shares | 3.43M | $45.37 | 385.51K |
| Q2 2022 | share | Increase | +17.16% | 42.66K shares | 1.17M | $48.27 | 291.22K |
| Q1 2022 | share | Increase | +8.52% | 19.52K shares | 43K | $51.83 | 248.56K |
| Q4 2021 | share | Increase | +5.48% | 11.90K shares | 609K | $56.13 | 229.04K |
| Q3 2021 | share | Increase | +12.13% | 23.48K shares | 1.22M | $56.06 | 217.13K |
| Q2 2021 | share | Increase | +27.62% | 41.90K shares | 2.59M | $56.31 | 193.64K |
| Q1 2021 | share | Increase | +18.22% | 23.38K shares | 899K | $54.64 | 151.73K |
| Q4 2020 | share | Increase | 0.00% | 128.35K shares | 7.51M | $57.49 | 128.35K |