WEALTHSPIRE ADVISORS, LLC – iShares 3-7 Year Treasury Bond ETF Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$3.86M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-4.24%
quarter
iShares 3-7 Year Treasury Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -10.43% | -3.93K shares | -641K | $114.28 | 33.82K |
| Q2 2022 | share | Decrease | -32.61% | -18.27K shares | -2.33M | $119.34 | 37.76K |
| Q1 2022 | share | Decrease | -1.77% | -1.00K shares | -501K | $122.05 | 56.04K |
| Q4 2021 | share | Decrease | -1.21% | -700 shares | -176K | $128.71 | 57.05K |
| Q3 2021 | share | Decrease | -4.58% | -2.76K shares | -383K | $129.94 | 57.75K |
| Q2 2021 | share | Decrease | -5.21% | -3.32K shares | -393K | $130.07 | 60.52K |
| Q1 2021 | share | Decrease | -5.72% | -3.87K shares | -713K | $129.2 | 63.84K |
| Q4 2020 | share | Increase | 0.00% | 67.72K shares | 9.00M | $132.11 | 67.72K |
| Q3 2020 | share | Decrease | -1.76% | -1.34K shares | -186K | $132.35 | 75.04K |
| Q2 2020 | share | Decrease | -9.34% | -7.86K shares | -1.02M | $132.1 | 76.38K |
| Q1 2020 | share | Decrease | -9.40% | -8.73K shares | -459K | $131.37 | 84.25K |
| Q4 2019 | share | Decrease | -5.22% | -5.12K shares | -747K | $123.53 | 92.99K |
| Q3 2019 | share | Decrease | -6.24% | -6.52K shares | -719K | $123.82 | 98.11K |
| Q2 2019 | share | Decrease | -10.56% | -12.35K shares | -1.25M | $122.18 | 104.64K |
| Q1 2019 | share | Decrease | -34.65% | -62.04K shares | -7.32M | $119.03 | 116.99K |
| Q4 2018 | share | Increase | 0.00% | 179.03K shares | 21.73M | $116.86 | 179.03K |