SUMMIT WEALTH & RETIREMENT PLANNING, INC. iShares National Muni Bond ETF Transaction History

SUMMIT WEALTH & RETIREMENT PLANNING, INC. portfolio value:

$9.03M
portfolio value

SUMMIT WEALTH & RETIREMENT PLANNING, INC. 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 +64.53% 34.55K shares 3.34M $102.58 88.09K
Q2 2022 share Decrease -4.74% -2.66K shares -468K $106.36 53.54K
Q1 2022 share Decrease -46.90% -49.63K shares -6.14M $109.64 56.20K
Q4 2021 share Increase +0.33% 350 shares 52K $116.37 105.84K
Q3 2021 share Increase +0.43% 452 shares -55K $115.67 105.49K
Q2 2021 share Decrease -2.15% -2.30K shares -147K $116.18 105.04K
Q1 2021 share Increase +15.00% 14.00K shares 1.51M $114.51 107.34K
Q4 2020 share Increase +1.91% 1.75K shares 321K $115.27 93.34K
Q3 2020 share Increase +47.68% 29.57K shares 3.46M $113.26 91.59K
Q2 2020 share Increase +2.97% 1.79K shares 350K $112.16 62.02K
Q1 2020 share Increase +4.75% 2.73K shares 257K $109.2 60.23K
Q4 2019 share Increase +58.91% 21.31K shares 2.42M $109.65 57.49K
Q3 2019 share Increase +5.78% 1.97K shares 260K $108.98 36.18K
Q2 2019 share Decrease -1.10% -379 shares 23K $107.38 34.20K
Q1 2019 share Increase +10.05% 3.15K shares 419K $104.9 34.58K
Q4 2018 share Increase 0.00% 31.42K shares 3.42M $102.42 31.42K