WEALTHSPIRE ADVISORS, LLC – iShares Core 1-5 Year USD Bond ETF Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$3.25M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-2.74%
quarter
iShares Core 1-5 Year USD Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.67% | 2.50K shares | 27K | $46.1 | 70.69K |
| Q2 2022 | share | Increase | +1.93% | 1.29K shares | -10K | $47.4 | 68.19K |
| Q1 2022 | share | Decrease | -16.63% | -13.34K shares | -805K | $48.46 | 66.90K |
| Q4 2021 | share | Decrease | -2.39% | -1.96K shares | -152K | $50.41 | 80.24K |
| Q3 2021 | share | Increase | +99.04% | 40.90K shares | 2.08M | $50.85 | 82.21K |
| Q2 2021 | share | Decrease | -54.65% | -49.77K shares | -2.55M | $50.87 | 41.30K |
| Q1 2021 | share | Increase | +101.63% | 45.90K shares | 2.33M | $50.65 | 91.07K |
| Q4 2020 | share | Increase | 0.00% | 45.17K shares | 2.33M | $50.85 | 45.17K |
| Q2 2020 | share | Decrease | -100.00% | -55.39K shares | -2.79M | $50.09 | 0 |
| Q1 2020 | share | Increase | 0.00% | 55.39K shares | 2.79M | $48.85 | 55.39K |