PHYSICIAN WEALTH ADVISORS, INC. – iShares Broad USD Investment Grade Corporate Bond ETF Transaction History
PHYSICIAN WEALTH ADVISORS, INC. portfolio value:
$349,000
portfolio value
PHYSICIAN WEALTH ADVISORS, INC. quarter portfolio value change:
-5.73%
quarter
iShares Broad USD Investment Grade Corporate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.71% | -125 shares | -35K | $48.05 | 7.19K |
| Q2 2022 | share | Increase | +0.07% | 5 shares | 1K | $50.97 | 7.32K |
| Q1 2022 | share | Increase | +3.03% | 215 shares | -34K | $55.04 | 7.31K |
| Q4 2021 | share | Increase | +0.78% | 55 shares | -7K | $59.83 | 7.10K |
| Q3 2021 | share | Increase | +2.12% | 146 shares | 2K | $59.78 | 7.04K |
| Q2 2021 | share | Decrease | -40.35% | -4.66K shares | -261K | $59.92 | 6.90K |
| Q1 2021 | share | Increase | +4.81% | 531 shares | 13K | $58.05 | 11.57K |
| Q4 2020 | share | Increase | +0.92% | 101 shares | 9K | $60.68 | 11.03K |
| Q3 2020 | share | Increase | +0.22% | 24 shares | -15K | $58.97 | 10.93K |
| Q2 2020 | share | Increase | 0.00% | 10.91K shares | 676K | $58.23 | 10.91K |