PHILLIPS FINANCIAL MANAGEMENT, LLC – SPDR Bloomberg High Yield Bond ETF Transaction History
PHILLIPS FINANCIAL MANAGEMENT, LLC portfolio value:
$1.26M
portfolio value
PHILLIPS FINANCIAL MANAGEMENT, LLC quarter portfolio value change:
-3.15%
quarter
SPDR Bloomberg High Yield Bond ETF 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Increase | +16.87% | 2.07K shares | 147K | $87.85 | 14.38K |
Q2 2022 | share | Decrease | -23.88% | -3.86K shares | -541K | $90.71 | 12.30K |
Q1 2022 | share | Decrease | -7.52% | -1.31K shares | -241K | $102.5 | 16.16K |
Q4 2021 | share | Decrease | -16.66% | -3.49K shares | -396K | $108.53 | 17.47K |
Q3 2021 | share | Decrease | -33.56% | -10.59K shares | -1.17M | $108.2 | 20.97K |
Q2 2021 | share | Decrease | -36.57% | -18.20K shares | -1.94M | $107.68 | 31.56K |
Q1 2021 | share | Increase | +1.46% | 715 shares | 71K | $105.42 | 49.76K |
Q4 2020 | share | Increase | +0.35% | 173 shares | 247K | $104.78 | 49.05K |
Q3 2020 | share | Increase | 0.00% | 48.88K shares | 5.09M | $98.63 | 48.88K |