SUMMIT FINANCIAL WEALTH ADVISORS, LLC – iShares National Muni Bond ETF Transaction History
SUMMIT FINANCIAL WEALTH ADVISORS, LLC portfolio value:
$710,000
portfolio value
SUMMIT FINANCIAL WEALTH ADVISORS, LLC quarter portfolio value change:
-3.55%
quarter
iShares 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 | -41K | $102.58 | 6.98K | |
| Q2 2022 | share | Decrease | -4.71% | -345 shares | -52K | $106.36 | 6.98K |
| Q1 2022 | share | Increase | +2.94% | 209 shares | -24K | $109.64 | 7.32K |
| Q4 2021 | share | Decrease | -1.71% | -124 shares | -14K | $116.37 | 7.11K |
| Q3 2021 | share | Increase | +2.81% | 198 shares | 15K | $115.67 | 7.24K |
| Q2 2021 | share | Increase | +11.37% | 719 shares | 85K | $116.18 | 7.04K |
| Q1 2021 | share | Decrease | -13.24% | -965 shares | -104K | $114.51 | 6.32K |
| Q4 2020 | share | Increase | +24.09% | 1.41K shares | 169K | $115.27 | 7.29K |
| Q3 2020 | share | Decrease | -19.41% | -1.41K shares | -165K | $113.26 | 5.87K |
| Q2 2020 | share | Increase | +0.70% | 51 shares | 36K | $112.16 | 7.29K |
| Q1 2020 | share | Increase | +112.29% | 3.82K shares | 411K | $109.2 | 7.23K |
| Q4 2019 | share | Increase | +15.83% | 466 shares | 58K | $109.65 | 3.41K |
| Q3 2019 | share | Decrease | -8.17% | -262 shares | -27K | $108.98 | 2.94K |
| Q2 2019 | share | Decrease | -2.46% | -81 shares | -1K | $107.38 | 3.20K |
| Q1 2019 | share | Increase | +8.23% | 250 shares | 33K | $104.9 | 3.28K |
| Q4 2018 | share | Decrease | -2.13% | -66 shares | 0 | $102.42 | 3.03K |
| Q3 2018 | share | Decrease | -24.90% | -1.02K shares | -119K | $100.52 | 3.10K |
| Q2 2018 | share | 0.00% | 0 shares | 0 | $100.9 | 4.13K | |
| Q1 2018 | share | Decrease | -30.64% | -1.82K shares | -210K | $100.21 | 4.13K |
| Q4 2017 | share | Increase | +23.79% | 1.14K shares | 126K | $101.48 | 5.95K |
| Q3 2017 | share | Increase | +11.52% | 497 shares | 59K | $100.85 | 4.81K |
| Q2 2017 | share | Increase | 0.00% | 4.31K shares | 475K | $99.6 | 4.31K |