EVOLUTION WEALTH ADVISORS, LLC – iShares iBoxx $ Investment Grade Corporate Bond ETF Transaction History
EVOLUTION WEALTH ADVISORS, LLC portfolio value:
$1.92M
portfolio value
EVOLUTION WEALTH ADVISORS, LLC 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 | +248.92% | 13.41K shares | 1.33M | $102.45 | 18.80K |
| Q2 2022 | share | Increase | +3.16% | 165 shares | -40K | $110.03 | 5.39K |
| Q1 2022 | share | Increase | +17.55% | 780 shares | 43K | $120.94 | 5.22K |
| Q4 2021 | share | Increase | +3.01% | 130 shares | 15K | $132.72 | 4.44K |
| Q3 2021 | share | Increase | +5.50% | 225 shares | 24K | $132.28 | 4.31K |
| Q2 2021 | share | Increase | +0.37% | 15 shares | 20K | $132.88 | 4.09K |
| Q1 2021 | share | Increase | +94.98% | 1.98K shares | 241K | $127.87 | 4.07K |
| Q4 2020 | share | Decrease | -33.08% | -1.03K shares | -132K | $135.27 | 2.09K |
| Q3 2020 | share | Increase | +146.68% | 1.85K shares | 251K | $130.83 | 3.12K |
| Q2 2020 | share | Increase | +67.02% | 508 shares | 76K | $129.76 | 1.26K |
| Q1 2020 | share | Decrease | -19.19% | -180 shares | -26K | $118.27 | 758 |
| Q4 2019 | share | Increase | 0.00% | 938 shares | 120K | $121.9 | 938 |
| Q1 2019 | share | Decrease | -100.00% | -75.17K shares | -8.48M | $110.28 | 0 |
| Q4 2018 | share | Increase | 0.00% | 75.17K shares | 8.48M | $103.86 | 75.17K |