OCTAVIA WEALTH ADVISORS, LLC – iShares 0-5 Year TIPS Bond ETF Transaction History
OCTAVIA WEALTH ADVISORS, LLC portfolio value:
$469,000
portfolio value
OCTAVIA 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 | -2.46% | -123 shares | -40K | $96.11 | 4.88K |
| Q2 2022 | share | Increase | +66.92% | 2.00K shares | 194K | $101.43 | 5.00K |
| Q1 2022 | share | Increase | +0.50% | 15 shares | -1K | $104.94 | 2.99K |
| Q4 2021 | share | Increase | +52.40% | 1.02K shares | 110K | $105.71 | 2.98K |
| Q3 2021 | share | Increase | 0.00% | 1.95K shares | 206K | $105.1 | 1.95K |