FORVIS WEALTH ADVISORS, LLC – iShares TIPS Bond ETF Transaction History
FORVIS WEALTH ADVISORS, LLC portfolio value:
$890,000
portfolio value
FORVIS WEALTH ADVISORS, LLC quarter portfolio value change:
-7.91%
quarter
iShares TIPS Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.14% | -12 shares | -79K | $104.9 | 8.49K |
| Q2 2022 | share | Decrease | -25.66% | -2.93K shares | -456K | $113.91 | 8.50K |
| Q1 2022 | share | Increase | +12.82% | 1.3K shares | 115K | $124.57 | 11.43K |
| Q4 2021 | share | 0.00% | 0 shares | 16K | $129.36 | 10.13K | |
| Q3 2021 | share | Increase | +0.97% | 97 shares | 9K | $126.96 | 10.13K |
| Q2 2021 | share | 0.00% | 0 shares | 25K | $124.83 | 10.04K | |
| Q1 2021 | share | Decrease | -13.43% | -1.55K shares | -220K | $120.95 | 10.04K |
| Q4 2020 | share | Decrease | -1.70% | -200 shares | -12K | $123.02 | 11.59K |
| Q3 2020 | share | 0.00% | 0 shares | 41K | $121.05 | 11.79K | |
| Q2 2020 | share | Decrease | -29.77% | -5K shares | -530K | $117.7 | 11.79K |
| Q1 2020 | share | Decrease | -0.59% | -99 shares | 11K | $112.4 | 16.79K |
| Q4 2019 | share | 0.00% | 0 shares | 5K | $110.99 | 16.89K | |
| Q3 2019 | share | 0.00% | 0 shares | 14K | $110.32 | 16.89K | |
| Q2 2019 | share | Increase | +2.67% | 440 shares | 90K | $108.67 | 16.89K |
| Q1 2019 | share | Increase | 0.00% | 16.45K shares | 1.86M | $105.77 | 16.45K |