HCR WEALTH ADVISORS – iShares 7-10 Year Treasury Bond ETF Transaction History
HCR WEALTH ADVISORS portfolio value:
$828,000
portfolio value
HCR WEALTH ADVISORS quarter portfolio value change:
-6.17%
quarter
iShares 7-10 Year Treasury Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +21.91% | 1.55K shares | 104K | $95.99 | 8.62K |
| Q2 2022 | share | Decrease | -6.60% | -500 shares | -90K | $102.3 | 7.07K |
| Q1 2022 | share | Decrease | -2.57% | -200 shares | -80K | $107.47 | 7.57K |
| Q4 2021 | share | Increase | +16.48% | 1.1K shares | 125K | $115.13 | 7.77K |
| Q3 2021 | share | Increase | +39.79% | 1.9K shares | 218K | $114.97 | 6.67K |
| Q2 2021 | share | Decrease | -18.65% | -1.09K shares | -112K | $115.01 | 4.77K |
| Q1 2021 | share | Increase | 0.00% | 5.87K shares | 663K | $112.24 | 5.87K |
| Q2 2020 | share | Decrease | -100.00% | -24.42K shares | -2.96M | $120.37 | 0 |
| Q1 2020 | share | Decrease | -0.41% | -100 shares | 264K | $119.6 | 24.42K |
| Q4 2019 | share | Decrease | -1.25% | -310 shares | -90K | $108.24 | 24.52K |
| Q3 2019 | share | Increase | +7.65% | 1.76K shares | 255K | $109.8 | 24.83K |
| Q2 2019 | share | Decrease | -0.17% | -40 shares | 73K | $106.86 | 23.06K |
| Q1 2019 | share | Increase | +145.38% | 13.68K shares | 1.48M | $102.98 | 23.10K |
| Q4 2018 | share | Increase | 0.00% | 9.41K shares | 981K | $100.19 | 9.41K |