U.S. CAPITAL WEALTH ADVISORS, LLC – iShares 0-5 Year TIPS Bond ETF Transaction History
U.S. CAPITAL WEALTH ADVISORS, LLC portfolio value:
$1.71M
portfolio value
U.S. CAPITAL WEALTH ADVISORS, LLC quarter portfolio value change:
-5.25%
quarter
iShares 0-5 Year TIPS Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -50.80% | -18.44K shares | -1.96M | $96.11 | 17.86K |
| Q2 2022 | share | Decrease | -22.64% | -10.62K shares | -1.24M | $101.43 | 36.30K |
| Q1 2022 | share | Increase | +157.18% | 28.68K shares | 2.99M | $104.94 | 46.93K |
| Q4 2021 | share | Increase | +20.14% | 3.06K shares | 327K | $105.71 | 18.25K |
| Q3 2021 | share | Increase | 0.00% | 15.19K shares | 1.60M | $105.1 | 15.19K |