EXENCIAL WEALTH ADVISORS, LLC – iShares 20+ Year Treasury Bond ETF Transaction History
EXENCIAL WEALTH ADVISORS, LLC portfolio value:
$15.06M
portfolio value
EXENCIAL WEALTH ADVISORS, LLC quarter portfolio value change:
-10.81%
quarter
iShares 20+ Year Treasury Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -1.82M | $102.45 | 147.03K | |
| Q2 2022 | share | Increase | 0.00% | 147.03K shares | 16.89M | $114.87 | 147.03K |
| Q3 2016 | share | Decrease | -100.00% | -1.86K shares | -259K | $122.89 | 0 |
| Q2 2016 | share | Decrease | -10.97% | -230 shares | -15K | $123.46 | 1.86K |
| Q1 2016 | share | Increase | 0.00% | 2.09K shares | 274K | $115.38 | 2.09K |