ISHARES TR

Ticker: STIP CUSIP: 46429B747 Class: ETF

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

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

Q3 2025
Shares 41 Value ($000) $4 Avg Close — Range —
Q3 2023
Shares 142,369 Value ($000) $13,798 Avg Close — Range —
Q2 2023
Shares 140,848 Value ($000) $13,747 Avg Close — Range —
Q1 2023
Shares 137,764 Value ($000) $13,670 Avg Close — Range —
Q4 2022
Shares 133,972 Value ($000) $12,990 Avg Close — Range —
Q3 2022
Shares 139,241 Value ($000) $13,382 Avg Close — Range —
Q2 2022
Shares 138,211 Value ($000) $14,019 Avg Close — Range —
Q1 2022
Shares 136,018 Value ($000) $14,274 Avg Close — Range —
Q4 2021
Shares 123,870 Value ($000) $13,115 Avg Close — Range —
Q3 2021
Shares 124,825 Value ($000) $13,185 Avg Close — Range —
Q2 2021
Shares 120,933 Value ($000) $12,856 Avg Close — Range —
Q1 2021
Shares 119,102 Value ($000) $12,591 Avg Close — Range —
Q4 2020
Shares 59,259 Value ($000) $6,188 Avg Close — Range —
Q3 2020
Shares 57,388 Value ($000) $5,972 Avg Close — Range —
Q2 2020
Shares 87,027 Value ($000) $5,869 Avg Close — Range —
Q1 2020
Shares 55,323 Value ($000) $5,527 Avg Close — Range —
Q4 2019
Shares 54,659 Value ($000) $5,505 Avg Close — Range —