WEALTHSPIRE ADVISORS, LLC – iShares 1-3 Year Treasury Bond ETF Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$5.66M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-1.91%
quarter
iShares 1-3 Year Treasury Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -16.31% | -13.59K shares | -1.23M | $81.21 | 69.76K |
| Q2 2022 | share | Decrease | -16.07% | -15.96K shares | -1.37M | $82.79 | 83.36K |
| Q1 2022 | share | Increase | +19.13% | 15.95K shares | 1.14M | $83.35 | 99.32K |
| Q4 2021 | share | Increase | +13.23% | 9.74K shares | 789K | $85.55 | 83.37K |
| Q3 2021 | share | Increase | +7.14% | 4.90K shares | 422K | $86.08 | 73.63K |
| Q2 2021 | share | Increase | +104.29% | 35.08K shares | 3.01M | $86.05 | 68.72K |
| Q1 2021 | share | Decrease | -1.93% | -663 shares | -61K | $86.1 | 33.64K |
| Q4 2020 | share | Increase | 0.00% | 34.30K shares | 2.96M | $86.17 | 34.30K |
| Q3 2020 | share | Increase | +15.53% | 5.72K shares | 491K | $86.16 | 42.58K |
| Q2 2020 | share | Decrease | -8.23% | -3.30K shares | -288K | $86.1 | 36.86K |
| Q1 2020 | share | Increase | +5.37% | 2.04K shares | 255K | $85.91 | 40.16K |
| Q4 2019 | share | Decrease | -5.47% | -2.20K shares | -194K | $83.64 | 38.11K |
| Q3 2019 | share | Decrease | -1.65% | -678 shares | -56K | $83.29 | 40.32K |
| Q2 2019 | share | Increase | +16.39% | 5.77K shares | 513K | $82.8 | 41.00K |
| Q1 2019 | share | Decrease | -3.86% | -1.41K shares | -101K | $81.68 | 35.22K |
| Q4 2018 | share | Increase | 0.00% | 36.64K shares | 3.06M | $80.9 | 36.64K |