ISHARES TR

Ticker: MUB CUSIP: 464288414 Class: NATIONAL MUN ETF

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

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

Q4 2025
Shares 12,217 Value ($000) $1,309 Avg Close — Range —
Q3 2025
Shares 12,237 Value ($000) $1,303 Avg Close — Range —
Q2 2025
Shares 12,257 Value ($000) $1,281 Avg Close — Range —
Q1 2025
Shares 13,913 Value ($000) $1,467 Avg Close — Range —
Q4 2024
Shares 110,990 Value ($000) $11,826 Avg Close — Range —
Q3 2024
Shares 110,184 Value ($000) $11,969 Avg Close — Range —
Q2 2024
Shares 105,912 Value ($000) $11,285 Avg Close — Range —
Q1 2024
Shares 103,917 Value ($000) $11,181 Avg Close — Range —
Q4 2023
Shares 99,489 Value ($000) $10,786 Avg Close — Range —
Q3 2023
Shares 100,107 Value ($000) $10,265 Avg Close — Range —
Q2 2023
Shares 97,392 Value ($000) $10,395 Avg Close — Range —
Q1 2023
Shares 92,049 Value ($000) $9,917 Avg Close — Range —
Q4 2022
Shares 85,972 Value ($000) $9,072 Avg Close — Range —
Q3 2022
Shares 85,169 Value ($000) $8,737 Avg Close — Range —
Q2 2022
Shares 80,560 Value ($000) $8,568 Avg Close — Range —
Q1 2022
Shares 77,895 Value ($000) $8,540 Avg Close — Range —
Q4 2021
Shares 72,935 Value ($000) $8,481 Avg Close — Range —
Q3 2021
Shares 72,111 Value ($000) $8,377 Avg Close — Range —
Q2 2021
Shares 70,407 Value ($000) $8,252 Avg Close — Range —
Q1 2021
Shares 69,705 Value ($000) $8,089 Avg Close — Range —
Q4 2020
Shares 64,014 Value ($000) $7,502 Avg Close — Range —
Q3 2020
Shares 64,177 Value ($000) $7,440 Avg Close — Range —
Q2 2020
Shares 64,112 Value ($000) $7,399 Avg Close — Range —
Q1 2020
Shares 61,702 Value ($000) $6,973 Avg Close — Range —
Q4 2019
Shares 62,496 Value ($000) $7,119 Avg Close — Range —