Clearstead Advisors, LLC Ishares Agency Bond ETF Transaction History

Clearstead Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 12, 2024	BUY	$104.8 - $108.56 $10,794 - $11,181	103 New	103 $11,000
Q2 2022 Aug 12, 2022	SELL	$107.21 - $111.93 $40,847 - $42,645	-381 Closed	0 $0
Q1 2022 May 04, 2022	SELL	$112.17 - $116.88 $95,681 - $99,698	-853 Reduced 69.12%	381 $43,000
Q4 2021 Feb 14, 2022	SELL	$117.17 - $118.58 $47,102 - $47,669	-402 Reduced 24.57%	1,234 $145,000
Q3 2021 Nov 12, 2021	BUY	$118.21 - $119.37 $151,545 - $153,032	1,282 Added 362.15%	1,636 $194,000
Q2 2021 Aug 12, 2021	BUY	$117.83 - $118.68 $41,711 - $42,012	354 New	354 $42,000

148

3.97M

Get notified when there are updates to the investment portfolio of Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Clearstead Advisors, LLC with notifications on news.