PHILLIPS FINANCIAL MANAGEMENT, LLC – iShares Short-Term National Muni Bond ETF Transaction History
PHILLIPS FINANCIAL MANAGEMENT, LLC portfolio value:
$5.77M
portfolio value
PHILLIPS FINANCIAL MANAGEMENT, LLC quarter portfolio value change:
-1.92%
quarter
iShares Short-Term National Muni Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +12.07% | 6.06K shares | 522K | $102.66 | 56.27K |
| Q2 2022 | share | Decrease | -10.56% | -5.92K shares | -617K | $104.67 | 50.20K |
| Q1 2022 | share | Increase | +60.41% | 21.14K shares | 2.11M | $104.6 | 56.13K |
| Q4 2021 | share | Increase | +7.41% | 2.41K shares | 253K | $107.37 | 34.99K |
| Q3 2021 | share | Decrease | -0.38% | -125 shares | -21K | $107.42 | 32.58K |
| Q2 2021 | share | Decrease | -3.69% | -1.25K shares | -135K | $107.5 | 32.70K |
| Q1 2021 | share | Increase | +58.68% | 12.55K shares | 1.34M | $107.27 | 33.95K |
| Q4 2020 | share | Decrease | -35.71% | -11.88K shares | -1.28M | $107.38 | 21.4K |
| Q3 2020 | share | Increase | 0.00% | 33.28K shares | 3.59M | $107.01 | 33.28K |
| Q2 2020 | share | Decrease | -100.00% | -28.49K shares | -3.00M | $106.45 | 0 |
| Q1 2020 | share | Increase | +30.99% | 6.74K shares | 685K | $104.54 | 28.49K |
| Q4 2019 | share | Increase | +11.00% | 2.15K shares | 235K | $104.75 | 21.75K |
| Q3 2019 | share | Decrease | -14.23% | -3.25K shares | -344K | $103.98 | 19.59K |
| Q2 2019 | share | Decrease | -15.40% | -4.15K shares | -426K | $103.58 | 22.84K |
| Q1 2019 | share | Increase | 0.00% | 27.00K shares | 2.85M | $102.62 | 27.00K |
| Q1 2017 | share | Decrease | -100.00% | -10.93K shares | -1.15M | $99.81 | 0 |
| Q4 2016 | share | Increase | 0.00% | 10.93K shares | 1.15M | $99.18 | 10.93K |