ISHARES TR

Ticker: SUB CUSIP: 464288158 Class: SHRT NAT MUN ETF

BSW Wealth Partners's Holding History (CIK: 0001512601)

Note: Option positions (PUT/CALL) are excluded.

Q2 2023
Shares 3,819 Value ($000) $397 Avg Close — Range —
Q1 2023
Shares 3,819 Value ($000) $400 Avg Close — Range —
Q4 2022
Shares 3,819 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 5,443 Value ($000) $559 Avg Close — Range —
Q2 2022
Shares 5,758 Value ($000) $603 Avg Close — Range —
Q2 2020
Shares 29,689 Value ($000) $3,202 Avg Close — Range —
Q1 2020
Shares 21,694 Value ($000) $2,306 Avg Close — Range —
Q4 2019
Shares 8,224 Value ($000) $878 Avg Close — Range —
Q3 2019
Shares 5,918 Value ($000) $631 Avg Close — Range —
Q2 2019
Shares 7,268 Value ($000) $774 Avg Close — Range —
Q1 2019
Shares 7,320 Value ($000) $776 Avg Close — Range —
Q4 2018
Shares 17,785 Value ($000) $1,875 Avg Close — Range —
Q3 2018
Shares 5,000 Value ($000) $251 Avg Close — Range —
Q2 2018
Shares 19,135 Value ($000) $2,010 Avg Close — Range —
Q1 2018
Shares 17,698 Value ($000) $1,856 Avg Close — Range —
Q4 2017
Shares 17,010 Value ($000) $1,784 Avg Close — Range —