PHYSICIAN WEALTH ADVISORS, INC. – iShares Core U.S. Aggregate Bond ETF Transaction History
PHYSICIAN WEALTH ADVISORS, INC. portfolio value:
$848,000
portfolio value
PHYSICIAN WEALTH ADVISORS, INC. 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 | Decrease | -0.30% | -26 shares | -69K | $96.34 | 8.77K |
| Q2 2022 | share | Increase | +1.39% | 121 shares | 23K | $101.68 | 8.79K |
| Q1 2022 | share | Decrease | -0.61% | -53 shares | -88K | $107.1 | 8.67K |
| Q4 2021 | share | Increase | +1.56% | 134 shares | -3K | $114.12 | 8.73K |
| Q3 2021 | share | Increase | +1.64% | 139 shares | 1K | $114.31 | 8.59K |
| Q2 2021 | share | Decrease | -7.05% | -642 shares | -52K | $114.32 | 8.45K |
| Q1 2021 | share | Decrease | -7.34% | -721 shares | -105K | $112.33 | 9.1K |
| Q4 2020 | share | Increase | +31.44% | 2.34K shares | 265K | $116.25 | 9.82K |
| Q3 2020 | share | Decrease | -7.00% | -562 shares | -83K | $115.41 | 7.47K |
| Q2 2020 | share | Decrease | -66.05% | -15.63K shares | -1.81M | $114.95 | 8.03K |
| Q1 2020 | share | Decrease | -9.25% | -2.41K shares | -173K | $111.52 | 23.66K |
| Q4 2019 | share | Increase | +1.18% | 305 shares | 33K | $108.17 | 26.08K |
| Q3 2019 | share | Increase | 0.00% | 25.77K shares | 2.91M | $108.03 | 25.77K |