HCR WEALTH ADVISORS – iShares TIPS Bond ETF Transaction History
HCR WEALTH ADVISORS portfolio value:
$474,000
portfolio value
HCR WEALTH ADVISORS quarter portfolio value change:
-7.91%
quarter
iShares TIPS Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -31.72% | -2.1K shares | -280K | $104.9 | 4.52K |
| Q2 2022 | share | Decrease | -0.27% | -18 shares | -73K | $113.91 | 6.62K |
| Q1 2022 | share | Increase | +0.39% | 26 shares | -27K | $124.57 | 6.63K |
| Q4 2021 | share | Increase | +82.78% | 2.99K shares | 392K | $129.36 | 6.61K |
| Q3 2021 | share | 0.00% | 0 shares | -1K | $126.96 | 3.61K | |
| Q2 2021 | share | Decrease | -7.49% | -293 shares | -28K | $124.83 | 3.61K |
| Q1 2021 | share | Increase | +99.95% | 1.95K shares | 241K | $120.95 | 3.91K |
| Q4 2020 | share | Increase | +0.93% | 18 shares | 5K | $123.02 | 1.95K |
| Q3 2020 | share | 0.00% | 0 shares | 6K | $121.05 | 1.93K | |
| Q2 2020 | share | 0.00% | 0 shares | 10K | $117.7 | 1.93K | |
| Q1 2020 | share | 0.00% | 0 shares | 3K | $112.4 | 1.93K | |
| Q4 2019 | share | Increase | +1.31% | 25 shares | 4K | $110.99 | 1.93K |
| Q3 2019 | share | Decrease | -8.99% | -189 shares | -21K | $110.32 | 1.91K |
| Q2 2019 | share | Increase | +4.16% | 84 shares | 15K | $108.67 | 2.10K |
| Q1 2019 | share | Increase | 0.00% | 2.01K shares | 228K | $105.77 | 2.01K |