ISHARES TR

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

Heartwood Wealth Advisors LLC's Holding History (CIK: 0001794935)

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

Q4 2025
Shares 13,868 Value ($000) $1,480 Avg Close — Range —
Q3 2025
Shares 18,479 Value ($000) $1,973 Avg Close — Range —
Q2 2025
Shares 97,864 Value ($000) $10,407 Avg Close — Range —
Q1 2025
Shares 98,877 Value ($000) $10,441 Avg Close — Range —
Q4 2024
Shares 94,802 Value ($000) $10,000 Avg Close — Range —
Q3 2024
Shares 94,255 Value ($000) $10,009 Avg Close — Range —
Q2 2024
Shares 91,086 Value ($000) $9,523 Avg Close — Range —
Q1 2024
Shares 89,424 Value ($000) $9,365 Avg Close — Range —
Q4 2023
Shares 125,347 Value ($000) $13,215 Avg Close — Range —
Q3 2023
Shares 126,383 Value ($000) $13,000 Avg Close — Range —
Q2 2023
Shares 123,013 Value ($000) $12,798 Avg Close — Range —
Q1 2023
Shares 116,318 Value ($000) $12,176 Avg Close — Range —
Q4 2022
Shares 87,556 Value ($000) $9,129 Avg Close — Range —
Q3 2022
Shares 114,530 Value ($000) $11,758 Avg Close — Range —
Q2 2022
Shares 108,905 Value ($000) $11,399 Avg Close — Range —
Q1 2022
Shares 103,243 Value ($000) $10,799 Avg Close — Range —
Q4 2021
Shares 77,049 Value ($000) $8,273 Avg Close — Range —
Q3 2021
Shares 75,032 Value ($000) $8,071 Avg Close — Range —
Q2 2021
Shares 72,856 Value ($000) $7,855 Avg Close — Range —
Q1 2021
Shares 71,134 Value ($000) $7,670 Avg Close — Range —
Q4 2020
Shares 4,152 Value ($000) $449 Avg Close — Range —
Q3 2020
Shares 4,152 Value ($000) $449 Avg Close — Range —
Q2 2020
Shares 4,152 Value ($000) $448 Avg Close — Range —
Q1 2020
Shares 4,152 Value ($000) $441 Avg Close — Range —
Q4 2019
Shares 4,515 Value ($000) $482 Avg Close — Range —