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 |