LYELL WEALTH MANAGEMENT, LP – iShares National Muni Bond ETF Transaction History
LYELL WEALTH MANAGEMENT, LP portfolio value:
$357,000
portfolio value
LYELL WEALTH MANAGEMENT, LP 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 | Decrease | -8.89% | -340 shares | -50K | $102.58 | 3.48K |
| Q2 2022 | share | Increase | +14.35% | 480 shares | 40K | $106.36 | 3.82K |
| Q1 2022 | share | Increase | +8.25% | 255 shares | 8K | $109.64 | 3.34K |
| Q4 2021 | share | 0.00% | 0 shares | 0 | $116.37 | 3.09K | |
| Q3 2021 | share | 0.00% | 0 shares | -3K | $115.67 | 3.09K | |
| Q2 2021 | share | Decrease | -3.13% | -100 shares | -8K | $116.18 | 3.09K |
| Q1 2021 | share | Increase | +7.59% | 225 shares | 23K | $114.51 | 3.19K |
| Q4 2020 | share | Increase | 0.00% | 2.96K shares | 347K | $115.27 | 2.96K |