SOA WEALTH ADVISORS, LLC. – iShares Core U.S. Aggregate Bond ETF Transaction History
SOA WEALTH ADVISORS, LLC. portfolio value:
$478,000
portfolio value
SOA WEALTH 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 | Increase | +9.70% | 439 shares | 18K | $96.34 | 4.96K |
Q2 2022 | share | Decrease | -3.99% | -188 shares | -44K | $101.68 | 4.52K |
Q1 2022 | share | Increase | +0.68% | 32 shares | -30K | $107.1 | 4.71K |
Q4 2021 | share | Increase | +8.58% | 370 shares | 39K | $114.12 | 4.68K |
Q3 2021 | share | Decrease | -1.69% | -74 shares | -10K | $114.31 | 4.31K |
Q2 2021 | share | Increase | +20.77% | 754 shares | 92K | $114.32 | 4.38K |
Q1 2021 | share | Decrease | -6.05% | -234 shares | -39K | $112.33 | 3.63K |
Q4 2020 | share | Increase | 0.00% | 3.86K shares | 452K | $116.25 | 3.86K |