CURI WEALTH MANAGEMENT, LLC – iShares 0-5 Year Investment Grade Corporate Bond ETF Transaction History
CURI WEALTH MANAGEMENT, LLC portfolio value:
$20.10M
portfolio value
CURI WEALTH MANAGEMENT, LLC quarter portfolio value change:
-2.19%
quarter
iShares 0-5 Year Investment Grade Corporate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +23.64% | 81.12K shares | 3.48M | $47.4 | 424.23K |
| Q2 2022 | share | Increase | +11.93% | 36.56K shares | 1.49M | $48.46 | 343.10K |
| Q1 2022 | share | Increase | +7.82% | 22.22K shares | 616K | $49.36 | 306.53K |
| Q4 2021 | share | Increase | +7.43% | 19.66K shares | 837K | $51.07 | 284.31K |
| Q3 2021 | share | Increase | +15.68% | 35.87K shares | 1.82M | $51.43 | 264.65K |
| Q2 2021 | share | Increase | +26.48% | 47.89K shares | 2.49M | $51.4 | 228.78K |
| Q1 2021 | share | Increase | +12.72% | 20.40K shares | 986K | $51.15 | 180.88K |
| Q4 2020 | share | Increase | 0.00% | 160.47K shares | 8.38M | $51.43 | 160.47K |