ISHARES TR

Ticker: CMF CUSIP: 464288356 Class: ETF

Blue Zone Wealth Advisors, LLC's Holding History (CIK: 0001803106)

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

Q1 2023
Shares 3,750 Value ($000) $215 Avg Close Range
Q4 2022
Shares 5,405 Value ($000) $303 Avg Close Range
Q3 2022
Shares 14,778 Value ($000) $801 Avg Close Range
Q2 2022
Shares 36,888 Value ($000) $2,083 Avg Close Range
Q1 2022
Shares 38,090 Value ($000) $2,216 Avg Close Range
Q4 2021
Shares 48,395 Value ($000) $3,016 Avg Close Range
Q3 2021
Shares 52,015 Value ($000) $3,229 Avg Close Range
Q2 2021
Shares 50,070 Value ($000) $3,135 Avg Close Range
Q1 2021
Shares 51,265 Value ($000) $3,185 Avg Close Range
Q4 2020
Shares 62,653 Value ($000) $3,936 Avg Close Range
Q3 2020
Shares 85,097 Value ($000) $5,309 Avg Close Range
Q2 2020
Shares 106,392 Value ($000) $6,613 Avg Close Range
Q1 2020
Shares 109,340 Value ($000) $6,617 Avg Close Range
Q4 2019
Shares 122,591 Value ($000) $7,506 Avg Close Range