ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC – iShares Core U.S. Aggregate Bond ETF Transaction History
ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC portfolio value:
$25.18M
portfolio value
ELWOOD & GOETZ WEALTH ADVISORY GROUP, 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 | +11.22% | 26.35K shares | 1.28M | $96.34 | 261.36K |
| Q2 2022 | share | Decrease | -2.38% | -5.72K shares | -1.88M | $101.68 | 235.00K |
| Q1 2022 | share | Decrease | -20.86% | -63.45K shares | -8.91M | $107.1 | 240.73K |
| Q4 2021 | share | Increase | +5.70% | 16.41K shares | 1.65M | $114.12 | 304.19K |
| Q3 2021 | share | Decrease | -11.92% | -38.94K shares | -4.63M | $114.31 | 287.78K |
| Q2 2021 | share | Increase | +8.47% | 25.51K shares | 3.39M | $114.32 | 326.72K |
| Q1 2021 | share | Increase | +20.00% | 50.20K shares | 4.62M | $112.33 | 301.20K |
| Q4 2020 | share | Increase | +12.73% | 28.34K shares | 3.37M | $116.25 | 250.99K |
| Q3 2020 | share | Increase | +22.00% | 40.14K shares | 4.71M | $115.41 | 222.65K |
| Q2 2020 | share | Increase | +15.52% | 24.52K shares | 3.34M | $114.95 | 182.50K |
| Q1 2020 | share | Increase | +1.32% | 2.05K shares | 706K | $111.52 | 157.98K |
| Q4 2019 | share | Increase | +7.42% | 10.77K shares | 1.09M | $108.17 | 155.92K |
| Q3 2019 | share | Increase | +13.74% | 17.53K shares | 2.21M | $108.03 | 145.15K |
| Q2 2019 | share | Increase | +9.20% | 10.74K shares | 1.46M | $105.56 | 127.62K |
| Q1 2019 | share | Increase | +13.63% | 14.01K shares | 1.79M | $102.66 | 116.87K |
| Q4 2018 | share | Increase | 0.00% | 102.85K shares | 10.95M | $99.73 | 102.85K |