HCR WEALTH ADVISORS – iShares iBoxx $ Investment Grade Corporate Bond ETF Transaction History
HCR WEALTH ADVISORS portfolio value:
$910,000
portfolio value
HCR WEALTH ADVISORS quarter portfolio value change:
-6.89%
quarter
iShares iBoxx $ Investment Grade Corporate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.27% | 364 shares | -27K | $102.45 | 8.88K |
| Q2 2022 | share | Increase | +3.12% | 258 shares | -62K | $110.03 | 8.52K |
| Q1 2022 | share | Decrease | -24.53% | -2.68K shares | -452K | $120.94 | 8.26K |
| Q4 2021 | share | Decrease | -15.45% | -2K shares | -271K | $132.72 | 10.94K |
| Q3 2021 | share | Increase | +15.23% | 1.71K shares | 212K | $132.28 | 12.94K |
| Q2 2021 | share | Increase | +3.47% | 377 shares | 98K | $132.88 | 11.23K |
| Q1 2021 | share | Increase | +14.31% | 1.35K shares | 100K | $127.87 | 10.85K |
| Q4 2020 | share | Increase | +28.52% | 2.10K shares | 316K | $135.27 | 9.5K |
| Q3 2020 | share | Increase | +11.66% | 772 shares | 104K | $130.83 | 7.39K |
| Q2 2020 | share | Increase | +2.30% | 149 shares | 93K | $129.76 | 6.62K |
| Q1 2020 | share | Increase | +4.64% | 287 shares | 8K | $118.27 | 6.47K |
| Q4 2019 | share | Increase | +17.54% | 923 shares | 120K | $121.9 | 6.18K |
| Q3 2019 | share | Increase | +17.02% | 765 shares | 112K | $120.15 | 5.26K |
| Q2 2019 | share | Decrease | -40.62% | -3.07K shares | 40K | $116.24 | 4.49K |
| Q1 2019 | share | Increase | +70.20% | 3.12K shares | 17K | $110.28 | 7.57K |
| Q4 2018 | share | Increase | +1.95% | 85 shares | 10K | $103.86 | 4.44K |
| Q3 2018 | share | Decrease | -0.91% | -40 shares | -13K | $104.47 | 4.36K |
| Q2 2018 | share | Decrease | -17.11% | -909 shares | -119K | $103.21 | 4.40K |
| Q1 2018 | share | Increase | +40.93% | 1.54K shares | 166K | $104.82 | 5.31K |
| Q4 2017 | share | Increase | 0.00% | 3.77K shares | 458K | $107.95 | 3.77K |