MCKINLEY CARTER WEALTH SERVICES, INC. – iShares Short-Term National Muni Bond ETF Transaction History
MCKINLEY CARTER WEALTH SERVICES, INC. portfolio value:
$1.94M
portfolio value
MCKINLEY CARTER WEALTH SERVICES, INC. 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 | +1.15% | 216 shares | -15K | $102.66 | 18.93K |
| Q2 2022 | share | Decrease | -47.16% | -16.70K shares | -1.74M | $104.67 | 18.72K |
| Q1 2022 | share | Decrease | -13.01% | -5.3K shares | -667K | $104.6 | 35.42K |
| Q4 2021 | share | Increase | +0.32% | 130 shares | 6K | $107.37 | 40.72K |
| Q3 2021 | share | Increase | +16.40% | 5.72K shares | 606K | $107.42 | 40.59K |
| Q2 2021 | share | Decrease | -12.86% | -5.14K shares | -555K | $107.5 | 34.87K |
| Q1 2021 | share | Increase | 0.00% | 40.02K shares | 4.31M | $107.27 | 40.02K |