CAPITAL PLANNING ADVISORS, LLC – iShares Short-Term National Muni Bond ETF Transaction History
CAPITAL PLANNING ADVISORS, LLC portfolio value:
$289,000
portfolio value
CAPITAL PLANNING ADVISORS, 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 | 0.00% | 0 shares | -5K | $102.66 | 2.81K | |
| Q2 2022 | share | 0.00% | 0 shares | 0 | $104.67 | 2.81K | |
| Q1 2022 | share | 0.00% | 0 shares | -8K | $104.6 | 2.81K | |
| Q4 2021 | share | 0.00% | 0 shares | -1K | $107.37 | 2.81K | |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $107.42 | 2.81K | |
| Q2 2021 | share | Increase | +49.23% | 928 shares | 100K | $107.5 | 2.81K |
| Q1 2021 | share | 0.00% | 0 shares | -1K | $107.27 | 1.88K | |
| Q4 2020 | share | 0.00% | 0 shares | 0 | $107.38 | 1.88K | |
| Q3 2020 | share | 0.00% | 0 shares | 1K | $107.01 | 1.88K | |
| Q2 2020 | share | 0.00% | 0 shares | 3K | $106.45 | 1.88K | |
| Q1 2020 | share | 0.00% | 0 shares | -1K | $104.54 | 1.88K | |
| Q4 2019 | share | Increase | +99.47% | 940 shares | 100K | $104.75 | 1.88K |
| Q3 2019 | share | Increase | 0.00% | 945 shares | 101K | $103.98 | 945 |