ELMWOOD WEALTH MANAGEMENT, INC. – iShares Short Maturity Municipal Bond ETF Transaction History
ELMWOOD WEALTH MANAGEMENT, INC. portfolio value:
$2.28M
portfolio value
ELMWOOD WEALTH MANAGEMENT, INC. quarter portfolio value change:
-0.15%
quarter
iShares Short Maturity Municipal Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +12.21% | 5K shares | 245K | $49.65 | 45.93K |
| Q2 2022 | share | Increase | +3.02% | 1.2K shares | 58K | $49.72 | 40.93K |
| Q1 2022 | share | Increase | +24.82% | 7.9K shares | 382K | $49.76 | 39.73K |
| Q4 2021 | share | Increase | +8.52% | 2.5K shares | 123K | $50.1 | 31.83K |
| Q2 2021 | share | Decrease | -6.38% | -2K shares | -103K | $50.13 | 29.33K |
| Q1 2021 | share | 0.00% | 0 shares | 4K | $50.14 | 31.33K | |
| Q3 2020 | share | 0.00% | 0 shares | 0 | $49.98 | 31.33K | |
| Q2 2020 | share | Increase | +27.46% | 6.75K shares | 349.12K | $49.85 | 31.33K |
| Q1 2020 | share | Decrease | -11.68% | -3.25K shares | -173.12K | $49.28 | 24.58K |
| Q4 2019 | share | 0.00% | 0 shares | -1K | $49.51 | 27.83K | |
| Q3 2019 | share | Increase | +1.51% | 414 shares | 21K | $49.31 | 27.83K |
| Q2 2019 | share | Decrease | -6.20% | -1.81K shares | -88K | $49.12 | 27.42K |
| Q1 2019 | share | Increase | +4.84% | 1.35K shares | 70K | $48.81 | 29.23K |
| Q4 2018 | share | Decrease | -3.80% | -1.1K shares | -54.94K | $48.58 | 27.88K |
| Q3 2018 | share | Increase | +5.84% | 1.6K shares | 79.51K | $48.36 | 28.98K |
| Q2 2018 | share | Increase | +11.39% | 2.8K shares | 146.55K | $48.21 | 27.38K |
| Q1 2018 | share | Increase | 0.00% | 24.58K shares | 1.22M | $47.79 | 24.58K |