WEALTHSPIRE ADVISORS, LLC – iShares U.S. Treasury Bond ETF Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$17.19M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-4.77%
quarter
iShares U.S. Treasury Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -19.26% | -180.13K shares | -5.16M | $22.76 | 755.32K |
| Q2 2022 | share | Decrease | -26.95% | -345.03K shares | -9.54M | $23.9 | 935.45K |
| Q1 2022 | share | Decrease | -14.09% | -209.94K shares | -7.86M | $24.91 | 1.28M |
| Q4 2021 | share | Decrease | -12.29% | -208.77K shares | -5.31M | $26.42 | 1.49M |
| Q3 2021 | share | Decrease | -36.24% | -965.59K shares | -25.80M | $26.47 | 1.69M |
| Q2 2021 | share | Decrease | -12.03% | -364.34K shares | -8.44M | $26.47 | 2.66M |
| Q1 2021 | share | Decrease | -19.21% | -720.07K shares | -22.79M | $26 | 3.02M |
| Q4 2020 | share | Increase | 0.00% | 3.74M shares | 102.12M | $27 | 3.74M |
| Q3 2020 | share | Decrease | -8.92% | -434.72K shares | -12.34M | $27.38 | 4.43M |
| Q2 2020 | share | Decrease | -11.02% | -603.06K shares | -16.98M | $27.34 | 4.87M |
| Q1 2020 | share | Decrease | -20.83% | -1.44M shares | -26.02M | $27.26 | 5.47M |
| Q4 2019 | share | Decrease | -2.71% | -192.85K shares | -7.73M | $25.17 | 6.91M |
| Q3 2019 | share | Increase | +5.01% | 339.31K shares | 12.38M | $25.39 | 7.10M |
| Q2 2019 | share | Increase | +2.41% | 159.49K shares | 7.91M | $24.78 | 6.76M |
| Q1 2019 | share | Increase | +6.71% | 415.65K shares | 14.14M | $24.09 | 6.60M |
| Q4 2018 | share | Increase | 0.00% | 6.19M shares | 152.65M | $23.45 | 6.19M |