ENCOMPASS WEALTH ADVISORS, LLC – iShares Core 1-5 Year USD Bond ETF Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
$213,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-2.74%
quarter
iShares Core 1-5 Year USD Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.12% | -100 shares | -10K | $46.1 | 4.61K |
| Q2 2022 | share | Increase | 0.00% | 4.71K shares | 223K | $47.4 | 4.71K |
| Q4 2021 | share | Decrease | -100.00% | -4.05K shares | -207K | $50.41 | 0 |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $50.85 | 4.05K | |
| Q2 2021 | share | Decrease | -1.46% | -60 shares | -4K | $50.87 | 4.05K |
| Q1 2021 | share | 0.00% | 0 shares | -1K | $50.65 | 4.11K | |
| Q4 2020 | share | Increase | 0.00% | 4.11K shares | 212K | $50.85 | 4.11K |