IFP ADVISORS, INC – Schwab U.S. Aggregate Bond ETF Transaction History
IFP ADVISORS, INC portfolio value:
$5.33M
portfolio value
IFP ADVISORS, INC quarter portfolio value change:
-5.35%
quarter
Schwab U.S. Aggregate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +36.80% | 27.86K shares | 1.5M | $45.31 | 103.58K |
| Q2 2022 | share | Decrease | -100.00% | -75.31K shares | -3.81M | $47.87 | 0 |
| Q1 2022 | share | Increase | +11.13% | 7.54K shares | 160K | $50.57 | 75.31K |
| Q4 2021 | share | Increase | +13.29% | 7.94K shares | 405K | $53.88 | 67.77K |
| Q3 2021 | share | Increase | +21.85% | 10.72K shares | 567K | $53.98 | 59.82K |
| Q2 2021 | share | Increase | +39.08% | 13.79K shares | 778K | $54.03 | 49.09K |
| Q1 2021 | share | Increase | +0.90% | 315 shares | -53K | $53.1 | 35.30K |
| Q4 2020 | share | Increase | +3.42% | 1.15K shares | 61K | $54.94 | 34.98K |
| Q3 2020 | share | Increase | +150.66% | 20.33K shares | 1.14M | $54.57 | 33.82K |
| Q2 2020 | share | Increase | +35.68% | 3.54K shares | 220K | $54.41 | 13.49K |
| Q1 2020 | share | Decrease | -58.82% | -14.20K shares | -755K | $52.17 | 9.94K |
| Q4 2019 | share | Decrease | -27.60% | -9.20K shares | -497K | $51.13 | 24.15K |
| Q3 2019 | share | Increase | 0.00% | 33.35K shares | 1.78M | $51.07 | 33.35K |
| Q1 2019 | share | Decrease | -100.00% | -28.41K shares | -1.43M | $48.5 | 0 |
| Q4 2018 | share | Decrease | -56.94% | -37.57K shares | -1.88M | $47.06 | 28.41K |
| Q3 2018 | share | Increase | +1.01% | 657 shares | 8K | $46.41 | 65.98K |
| Q2 2018 | share | Increase | +3.32% | 2.09K shares | 17K | $46.43 | 65.33K |
| Q1 2018 | share | 0.00% | 0 shares | 0 | $46.46 | 63.23K | |
| Q4 2017 | share | Increase | +6.19% | 3.68K shares | 173K | $47.18 | 63.23K |
| Q3 2017 | share | Increase | +13.05% | 6.87K shares | 366K | $47.09 | 59.54K |
| Q2 2017 | share | Increase | +28.14% | 11.56K shares | 623K | $46.71 | 52.67K |
| Q1 2017 | share | Increase | +154.90% | 24.98K shares | 1.29M | $46.03 | 41.10K |
| Q4 2016 | share | Increase | +25.01% | 3.22K shares | 139K | $45.59 | 16.12K |
| Q3 2016 | share | Increase | +63.80% | 5.02K shares | 269K | $47.15 | 12.90K |
| Q2 2016 | share | Increase | 0.00% | 7.87K shares | 423K | $46.94 | 7.87K |
| Q1 2016 | share | Decrease | -100.00% | -4.02K shares | -207K | $45.91 | 0 |