MOUNT YALE INVESTMENT ADVISORS, LLC – iShares Core U.S. Aggregate Bond ETF Transaction History
MOUNT YALE INVESTMENT ADVISORS, LLC portfolio value:
$876,000
portfolio value
MOUNT YALE INVESTMENT ADVISORS, LLC quarter portfolio value change:
-5.25%
quarter
iShares Core U.S. Aggregate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +14.83% | 1.17K shares | 71K | $96.34 | 9.09K |
| Q2 2022 | share | Increase | +12.29% | 867 shares | 50K | $101.68 | 7.92K |
| Q1 2022 | share | Increase | 0.00% | 7.05K shares | 755K | $107.1 | 7.05K |
| Q4 2021 | share | Decrease | -100.00% | -4.27K shares | -491K | $114.12 | 0 |
| Q3 2021 | share | Increase | +0.07% | 3 shares | -1K | $114.31 | 4.27K |
| Q2 2021 | share | Increase | +0.07% | 3 shares | 6K | $114.32 | 4.26K |
| Q1 2021 | share | Decrease | -19.45% | -1.03K shares | -140K | $112.33 | 4.26K |
| Q4 2020 | share | Increase | 0.00% | 5.29K shares | 626K | $116.25 | 5.29K |
| Q3 2018 | share | Decrease | -100.00% | -23 shares | -2K | $97.92 | 0 |
| Q2 2018 | share | 0.00% | 0 shares | 0 | $98 | 23 | |
| Q1 2018 | share | Increase | 0.00% | 23 shares | 2K | $98.18 | 23 |