SOURCE FINANCIAL ADVISORS LLC – iShares Core U.S. Aggregate Bond ETF Transaction History
SOURCE FINANCIAL ADVISORS LLC portfolio value:
$3.45M
portfolio value
SOURCE FINANCIAL ADVISORS LLC 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 | -8.51% | -3.33K shares | -531K | $96.34 | 35.84K |
| Q2 2022 | share | Decrease | -45.44% | -32.62K shares | -3.70M | $101.68 | 39.17K |
| Q1 2022 | share | Decrease | -2.52% | -1.85K shares | -713K | $107.1 | 71.80K |
| Q4 2021 | share | Decrease | -8.42% | -6.77K shares | -833K | $114.12 | 73.65K |
| Q3 2021 | share | Increase | +0.75% | 597 shares | 29K | $114.31 | 80.43K |
| Q2 2021 | share | Increase | +50.18% | 26.67K shares | 3.15M | $114.32 | 79.83K |
| Q1 2021 | share | Increase | 0.00% | 1 shares | -232K | $112.33 | 53.15K |
| Q4 2020 | share | Increase | 0.00% | 53.15K shares | 6.28M | $116.25 | 53.15K |