ISHARES TR

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

Bernardo Wealth Planning LLC's Holding History (CIK: 0001765595)

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

Q4 2025
Shares 3,630 Value ($000) $387 Avg Close Range
Q3 2025
Shares 3,856 Value ($000) $412 Avg Close Range
Q2 2025
Shares 3,886 Value ($000) $0 Avg Close Range
Q1 2025
Shares 4,262 Value ($000) $0 Avg Close Range
Q4 2024
Shares 4,529 Value ($000) $477 Avg Close Range
Q3 2024
Shares 5,129 Value ($000) $1 Avg Close Range
Q2 2024
Shares 6,002 Value ($000) $628 Avg Close Range
Q1 2024
Shares 18,100 Value ($000) $1,896 Avg Close Range
Q4 2023
Shares 14,200 Value ($000) $1,497 Avg Close Range
Q3 2023
Shares 6,940 Value ($000) $714 Avg Close Range
Q2 2023
Shares 5,620 Value ($000) $585 Avg Close Range
Q1 2023
Shares 4,436 Value ($000) $464 Avg Close Range
Q4 2022
Shares 4,348 Value ($000) $453 Avg Close Range
Q3 2022
Shares 4,837 Value ($000) $496 Avg Close Range
Q2 2022
Shares 5,672 Value ($000) $593 Avg Close Range
Q1 2022
Shares 5,828 Value ($000) $609 Avg Close Range
Q4 2021
Shares 5,462 Value ($000) $586 Avg Close Range
Q3 2021
Shares 5,692 Value ($000) $612 Avg Close Range
Q2 2021
Shares 5,660 Value ($000) $610 Avg Close Range
Q1 2021
Shares 13,303 Value ($000) $1,434 Avg Close Range
Q4 2020
Shares 13,302 Value ($000) $1,438 Avg Close Range
Q3 2020
Shares 12,421 Value ($000) $1,342 Avg Close Range
Q2 2020
Shares 2,616 Value ($000) $282 Avg Close Range
Q1 2020
Shares 6,645 Value ($000) $706 Avg Close Range
Q4 2019
Shares 8,227 Value ($000) $878 Avg Close Range
Q3 2019
Shares 8,180 Value ($000) $871 Avg Close Range
Q2 2019
Shares 9,078 Value ($000) $967 Avg Close Range
Q1 2019
Shares 8,736 Value ($000) $926 Avg Close Range
Q4 2018
Shares 8,445 Value ($000) $890 Avg Close Range