Panoramic Investment Advisors, LLC Ishares Core Total Usd Bond Ma Transaction History

Panoramic Investment Advisors, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	SELL	$45.02 - $46.27 $220,868 - $227,000	-4,906 Reduced 43.83%	6,287 $287 Million
Q4 2023 Jan 23, 2024	SELL	$42.6 - $46.25 $16,741 - $18,176	-393 Reduced 3.39%	11,193 $516 Million
Q3 2023 Nov 15, 2023	BUY	$43.62 - $45.64 $86,323 - $90,321	1,979 Added 20.6%	11,586 $506 Million
Q4 2022 Mar 01, 2023	BUY	$43.31 - $46.11 $416,079 - $442,978	9,607 New	9,607 $432 Million

706

699M

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