SUGARLOAF WEALTH MANAGEMENT, LLC – iShares National Muni Bond ETF Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$733,000
portfolio value
SUGARLOAF WEALTH MANAGEMENT, 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 | Increase | +9.14% | 598 shares | 37K | $102.58 | 7.14K |
| Q2 2022 | share | Decrease | -5.16% | -356 shares | -60K | $106.36 | 6.54K |
| Q1 2022 | share | Increase | +1.04% | 71 shares | -38K | $109.64 | 6.89K |
| Q4 2021 | share | Increase | +55.02% | 2.42K shares | 282K | $116.37 | 6.82K |
| Q3 2021 | share | Decrease | -30.37% | -1.92K shares | -229K | $115.67 | 4.40K |
| Q2 2021 | share | Increase | +686.69% | 5.52K shares | 108K | $116.18 | 6.32K |
| Q1 2021 | share | Decrease | -96.93% | -25.40K shares | -2.43M | $114.51 | 804 |
| Q4 2020 | share | Increase | +2.94% | 748 shares | 120K | $115.27 | 26.21K |
| Q3 2020 | share | Increase | +39.59% | 7.22K shares | 788K | $113.26 | 25.46K |
| Q2 2020 | share | Increase | +20.98% | 3.16K shares | 460K | $112.16 | 18.24K |
| Q1 2020 | share | Increase | +315.40% | 11.44K shares | 1.29M | $109.2 | 15.07K |
| Q4 2019 | share | Increase | 0.00% | 3.63K shares | 413K | $109.65 | 3.63K |