CENTER FOR FINANCIAL PLANNING, INC. – iShares Core U.S. Aggregate Bond ETF Transaction History
CENTER FOR FINANCIAL PLANNING, INC. portfolio value:
$419,000
portfolio value
CENTER FOR FINANCIAL PLANNING, 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 | Increase | +20.72% | 746 shares | 53K | $96.34 | 4.34K |
| Q2 2022 | share | Decrease | -64.11% | -6.43K shares | -709K | $101.68 | 3.60K |
| Q1 2022 | share | Decrease | -27.96% | -3.89K shares | -514K | $107.1 | 10.03K |
| Q4 2021 | share | Decrease | -18.60% | -3.18K shares | -376K | $114.12 | 13.92K |
| Q3 2021 | share | Increase | +4.44% | 727 shares | 76K | $114.31 | 17.10K |
| Q2 2021 | share | Increase | +34.59% | 4.21K shares | 503K | $114.32 | 16.38K |
| Q1 2021 | share | Decrease | -18.19% | -2.70K shares | -373K | $112.33 | 12.17K |
| Q4 2020 | share | Decrease | -15.44% | -2.71K shares | -318K | $116.25 | 14.87K |
| Q3 2020 | share | Decrease | -13.59% | -2.76K shares | -330K | $115.41 | 17.59K |
| Q2 2020 | share | Decrease | -95.86% | -471.07K shares | -54.29M | $114.95 | 20.36K |
| Q1 2020 | share | Decrease | -38.28% | -304.80K shares | -32.77M | $111.52 | 491.43K |
| Q4 2019 | share | Increase | 0.00% | 796.23K shares | 89.47M | $108.17 | 796.23K |