HCR WEALTH ADVISORS – iShares 20+ Year Treasury Bond ETF Transaction History
HCR WEALTH ADVISORS portfolio value:
$6.90M
portfolio value
HCR WEALTH ADVISORS quarter portfolio value change:
-10.81%
quarter
iShares 20+ Year Treasury Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +14.17% | 8.35K shares | 123K | $102.45 | 67.36K |
| Q2 2022 | share | Increase | +8.41% | 4.57K shares | -411K | $114.87 | 59.00K |
| Q1 2022 | share | Increase | 0.00% | 54.42K shares | 7.18M | $132.08 | 54.42K |
| Q1 2021 | share | Decrease | -100.00% | -9.38K shares | -1.47M | $133.86 | 0 |
| Q4 2020 | share | Decrease | -90.29% | -87.24K shares | -14.24M | $155.51 | 9.38K |
| Q3 2020 | share | Increase | +1.20% | 1.14K shares | 145K | $160.29 | 96.62K |
| Q2 2020 | share | Decrease | -47.95% | -87.95K shares | -14.64M | $160.4 | 95.48K |
| Q1 2020 | share | Decrease | -6.89% | -13.56K shares | 3.52M | $160.78 | 183.43K |
| Q4 2019 | share | Increase | +2.58% | 4.96K shares | -698K | $131.62 | 196.99K |
| Q3 2019 | share | Increase | +2.52% | 4.72K shares | 2.51M | $138.06 | 192.03K |
| Q2 2019 | share | Increase | +9.72% | 16.59K shares | 3.37M | $127.42 | 187.31K |
| Q1 2019 | share | Increase | +485.52% | 141.55K shares | 17.96M | $120.54 | 170.71K |
| Q4 2018 | share | Increase | +1259.89% | 27.01K shares | 3.29M | $115.34 | 29.15K |
| Q3 2018 | share | Decrease | -24.03% | -678 shares | -102K | $110.28 | 2.14K |
| Q2 2018 | share | Decrease | -20.28% | -718 shares | -92K | $113.69 | 2.82K |
| Q1 2018 | share | Increase | +3.18% | 109 shares | 3K | $113.1 | 3.54K |
| Q4 2017 | share | Increase | +40.04% | 981 shares | 135K | $117.22 | 3.43K |
| Q3 2017 | share | Increase | +41.95% | 724 shares | 87K | $114.33 | 2.45K |
| Q2 2017 | share | Decrease | -2.54% | -45 shares | 1K | $113.94 | 1.72K |
| Q1 2017 | share | Decrease | -36.09% | -1K shares | -117K | $109.24 | 1.77K |
| Q4 2016 | share | Increase | 0.00% | 2.77K shares | 330K | $107.36 | 2.77K |