Caliber Wealth Management, LLC Ishares Core Total Usd Bond Ma Transaction History

Caliber Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Jan 20, 2022	SELL	$52.59 - $53.43 $534,419 - $542,955	-10,162 Closed	0 $0
Q3 2021 Oct 25, 2021	SELL	$53.21 - $53.97 $171,921 - $174,377	-3,231 Reduced 24.12%	10,162 $539,000
Q2 2021 Jul 22, 2021	SELL	$52.74 - $53.49 $2.6 Million - $2.64 Million	-49,331 Reduced 78.65%	13,393 $716,000
Q1 2021 Apr 26, 2021	BUY	$52.55 - $54.49 $175,674 - $182,160	3,343 Added 5.63%	62,724 $3.31 Million
Q4 2020 Jan 19, 2021	BUY	$53.99 - $54.65 $3.21 Million - $3.25 Million	59,381 New	59,381 $3.24 Million

685

636M

800

900

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

Stay updated on Caliber Wealth Management, LLC with notifications on news.